Position in LNT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$237,414
+$14,097 QoQ
Shares Held
3,112
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#616
of 873 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LNT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Smith Salley Wealth Management holds $45,002,000 across 5 Utilities - Regulated Electric names. LNT ranks #5 (0.5% of the industry book) .
All Filings in LNT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,414 | 3,112 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $223,317 | 3,112 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $202,311 | 3,112 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $209,779 | 3,112 | Shares | Sole | 2025-10-20 | |
| 2025-03-31 | $200,257 | 3,112 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||