Position in LNT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$27,902,990
+$9,082,065 QoQ
Shares Held
365,749
+39.5% QoQ
Ownership
0.142%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#89
of 875 holders
Holding Since
Mar 2020
26 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, 2026Creative Planning holds $826,373,731 across 37 Utilities - Regulated Electric names. LNT ranks #13 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,045,998 | $91,807,244 | |
| 2 | DUK |
Duke Energy CORP
|
498,222 | $63,064,939 | |
| 3 | AEP |
American Electric Power Co Inc
|
453,339 | $62,021,307 | |
| 4 | SO |
Southern Co
|
625,306 | $59,848,036 | |
| 5 | EVRG |
Evergy, Inc.
|
536,615 | $46,379,634 | |
| 6 | XEL |
Xcel Energy Inc
|
534,313 | $42,905,333 | |
| 7 | ED |
Consolidated Edison Inc
|
386,650 | $42,775,088 | |
| 8 | D |
Dominion Energy, Inc
|
490,357 | $33,486,479 |
All Filings in LNT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,902,990 | 365,749 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $18,820,925 | 262,276 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $9,735,637 | 149,756 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,586,387 | 112,541 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,776,706 | 78,993 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $5,340,213 | 82,987 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,010,460 | 67,813 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,058,218 | 66,868 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $3,339,902 | 65,617 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $3,249,489 | 64,474 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,669,856 | 52,044 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,306,219 | 47,600 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $2,693,063 | 51,316 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $2,386,498 | 44,691 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,374,195 | 43,003 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,329,016 | 43,952 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,553,227 | 43,563 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,572,676 | 41,176 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,396,961 | 38,994 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,097,738 | 37,473 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,119,214 | 38,006 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,273,528 | 41,978 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,017,347 | 39,149 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,001,540 | 38,752 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,854,230 | 38,759 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,947,487 | 40,329 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||