Position in LNT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,816,604
+$173,997 QoQ
Shares Held
25,315
+0.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Mar 31, 2026CWM, LLC holds $290,059,014 across 38 Utilities - Regulated Electric names. LNT ranks #21 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
2,351,877 | $41,322,478 | |
| 2 | EIX |
Edison International
|
553,439 | $40,500,666 | |
| 3 | AEP |
American Electric Power Co Inc
|
250,243 | $32,801,852 | |
| 4 | ED |
Consolidated Edison Inc
|
251,126 | $28,422,440 | |
| 5 | DUK |
Duke Energy CORP
|
209,645 | $27,450,916 | |
| 6 | NEE |
Nextera Energy Inc
|
261,178 | $24,258,212 | |
| 7 | EVRG |
Evergy, Inc.
|
280,007 | $22,938,173 | |
| 8 | SO |
Southern Co
|
158,138 | $15,263,479 |
All Filings in LNT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,816,604 | 25,315 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,642,607 | 25,267 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,522,252 | 22,582 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,273,740 | 21,064 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,370,719 | 21,301 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,233,128 | 20,851 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,273,033 | 20,976 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,067,271 | 20,968 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $992,174 | 19,686 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $789,301 | 15,386 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $862,022 | 17,792 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $910,108 | 17,342 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $690,729 | 12,935 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $715,797 | 12,965 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $341,520 | 6,445 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $362,795 | 6,190 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $264,915 | 4,240 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $217,112 | 3,532 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $249,749 | 4,479 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $242,582 | 4,479 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $230,802 | 4,479 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $231,340 | 4,479 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $214,275 | 4,479 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $216,290 | 4,479 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||