Position in LNT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$46,613
+$5,064 QoQ
Shares Held
611
+5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#725
of 875 holders
Holding Since
Mar 2020
25 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $54,615,449 across 31 Utilities - Regulated Electric names. LNT ranks #23 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
56,354 | $6,580,456 | |
| 2 | DUK |
Duke Energy CORP
|
50,890 | $6,441,656 | |
| 3 | AEP |
American Electric Power Co Inc
|
44,580 | $6,098,989 | |
| 4 | FE |
Firstenergy Corp
|
116,874 | $5,556,189 | |
| 5 | ETR |
Entergy Corp /De/
|
47,169 | $5,417,831 | |
| 6 | NGG |
National Grid PLC
|
57,639 | $4,776,543 | |
| 7 | NEE |
Nextera Energy Inc
|
38,933 | $3,417,149 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
28,409 | $3,039,763 |
All Filings in LNT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,613 | 611 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $41,549 | 579 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $36,600 | 563 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $37,951 | 563 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $33,681 | 557 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $33,526 | 521 | Shares | Defined | 2025-04-29 | |
| 2024-09-30 | $31,012 | 511 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $27,333 | 537 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $25,048 | 497 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $18,621 | 363 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $19,380 | 400 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $413,332 | 7,876 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $424,957 | 7,958 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $439,471 | 7,960 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $413,163 | 7,797 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $456,982 | 7,797 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $490,655 | 7,853 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $484,199 | 7,877 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $437,763 | 7,820 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $427,734 | 7,671 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $415,515 | 7,672 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $395,544 | 7,676 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $398,066 | 7,707 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $366,837 | 7,668 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $376,420 | 7,795 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||