Position in LNT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$771,444
+$61,236 QoQ
Shares Held
10,112
+2.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#403
of 873 holders
Holding Since
Mar 2020
26 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, 2026Annex Advisory Services, LLC holds $79,020,476 across 9 Utilities - Regulated Electric names. LNT ranks #3 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
711,009 | $62,405,259 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
121,431 | $14,179,497 | |
| 3 | LNT |
Alliant Energy Corp
This page
|
10,112 | $771,444 | |
| 4 | SO |
Southern Co
|
5,055 | $483,814 | |
| 5 | MGEE |
Mge Energy Inc
|
3,283 | $267,695 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,899 | $259,802 | |
| 7 | EIX |
Edison International
|
3,203 | $238,463 | |
| 8 | DUK |
Duke Energy CORP
|
1,656 | $209,616 |
All Filings in LNT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $771,444 | 10,112 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $710,208 | 9,897 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $677,534 | 10,422 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $709,557 | 10,526 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $745,413 | 12,327 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $796,846 | 12,383 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $708,438 | 11,979 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $634,878 | 10,461 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $537,911 | 10,568 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $548,654 | 10,886 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $501,457 | 9,775 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $536,196 | 11,067 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $554,241 | 10,561 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $563,957 | 10,561 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $588,593 | 10,661 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $564,979 | 10,662 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $624,196 | 10,650 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $634,359 | 10,153 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $648,569 | 10,551 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $588,741 | 10,517 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $608,731 | 10,917 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $434,200 | 8,017 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $415,537 | 8,064 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $452,092 | 8,753 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $418,743 | 8,753 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $422,682 | 8,753 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||