Position in LNT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$60,820,752
+$3,953,034 QoQ
Shares Held
797,231
+0.6% QoQ
Ownership
0.309%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#51
of 875 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in LNT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LPL Financial LLC holds $2,404,875,693 across 38 Utilities - Regulated Electric names. LNT ranks #13 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,176,321 | $366,555,694 | |
| 2 | DUK |
Duke Energy CORP
|
2,563,597 | $324,500,108 | |
| 3 | SO |
Southern Co
|
3,203,334 | $306,591,097 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,197,999 | $163,898,243 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
1,340,850 | $156,571,054 | |
| 6 | XEL |
Xcel Energy Inc
|
1,526,598 | $122,585,819 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,172,859 | $95,189,236 | |
| 8 | ED |
Consolidated Edison Inc
|
846,852 | $93,687,236 |
All Filings in LNT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,820,752 | 797,231 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $56,867,718 | 792,471 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $51,665,397 | 794,730 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $53,541,740 | 794,270 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $44,584,349 | 737,297 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $41,191,014 | 640,109 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $28,609,507 | 483,759 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $28,029,676 | 461,850 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $23,072,664 | 453,294 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $17,809,646 | 353,366 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $16,222,752 | 316,233 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,808,790 | 305,651 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $14,222,289 | 271,004 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $13,580,848 | 254,323 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $12,549,343 | 227,302 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $11,627,754 | 219,433 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,172,410 | 173,561 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,757,814 | 156,175 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,017,950 | 162,973 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,315,940 | 148,552 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,100,143 | 145,268 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $7,943,430 | 146,666 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $7,275,520 | 141,190 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,970,580 | 134,958 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $6,293,112 | 131,545 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,005,344 | 124,360 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||