Position in LNT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$6,776,916
+$425,295 QoQ
Shares Held
88,831
+0.4% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#162
of 875 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LNT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $80,119,343 across 32 Utilities - Regulated Electric names. LNT ranks #5 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
150,892 | $13,243,790 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
106,981 | $8,682,577 | |
| 3 | SO |
Southern Co
|
81,604 | $7,810,318 | |
| 4 | DUK |
Duke Energy CORP
|
59,396 | $7,518,345 | |
| 5 | LNT |
Alliant Energy Corp
This page
|
88,831 | $6,776,916 | |
| 6 | CIG |
Energy Co Of Minas Gerais
|
2,513,297 | $5,277,923 | |
| 7 | AEP |
American Electric Power Co Inc
|
24,973 | $3,416,556 | |
| 8 | ETR |
Entergy Corp /De/
|
24,362 | $2,798,219 |
All Filings in LNT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,776,916 | 88,831 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $6,351,621 | 88,512 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,641,762 | 86,783 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $5,732,748 | 85,043 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,060,855 | 83,692 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $5,386,416 | 83,705 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,949,663 | 83,694 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,093,104 | 83,920 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $4,300,541 | 84,490 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,270,039 | 84,723 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,487,621 | 87,478 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,958,025 | 81,693 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,268,723 | 81,340 | Shares | Defined | 2023-08-14 | |
| 2022-12-31 | $4,644,872 | 84,131 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $4,417,352 | 83,362 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,913,452 | 83,833 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $5,223,890 | 83,609 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $10,152,876 | 165,168 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,807,472 | 175,196 | Shares | Defined | 2021-11-15 | |
| 2020-03-31 | $271,148 | 5,615 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||