Position in LNT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$6,134,784
+$402,093 QoQ
Shares Held
80,414
+0.7% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#170
of 873 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in LNT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026United Asset Strategies, Inc. holds $34,393,612 across 9 Utilities - Regulated Electric names. LNT ranks #3 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
111,547 | $14,119,619 | |
| 2 | ETR |
Entergy Corp /De/
|
70,014 | $8,041,808 | |
| 3 | LNT |
Alliant Energy Corp
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|
80,414 | $6,134,784 | |
| 4 | FE |
Firstenergy Corp
|
37,710 | $1,792,733 | |
| 5 | NEE |
Nextera Energy Inc
|
19,717 | $1,730,561 | |
| 6 | ES |
Eversource Energy
|
13,606 | $983,305 | |
| 7 | ED |
Consolidated Edison Inc
|
5,884 | $650,946 | |
| 8 | D |
Dominion Energy, Inc
|
8,562 | $584,698 |
All Filings in LNT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,134,784 | 80,414 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $5,732,691 | 79,887 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $5,099,969 | 78,449 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,168,459 | 76,672 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,714,966 | 77,972 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,043,495 | 78,376 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,533,733 | 59,752 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $3,609,355 | 59,472 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,032,316 | 59,574 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $3,553,452 | 70,505 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,459,518 | 67,437 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,632,054 | 74,965 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,034,452 | 76,876 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $4,094,658 | 76,679 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $3,070,448 | 55,614 | Shares | Sole | 2023-01-26 | |
| No filing history on record for this holder in this stock. | ||||||