Position in LNT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$313,704
+$50,561 QoQ
Shares Held
4,112
+12.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#558
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, 2026Allworth Financial LP holds $139,569,059 across 39 Utilities - Regulated Electric names. LNT ranks #24 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
492,457 | $43,222,950 | |
| 2 | DUK |
Duke Energy CORP
|
179,929 | $22,775,412 | |
| 3 | XEL |
Xcel Energy Inc
|
217,555 | $17,469,666 | |
| 4 | SO |
Southern Co
|
171,520 | $16,416,179 | |
| 5 | PCG |
PG&E Corp
|
347,307 | $5,841,703 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
46,051 | $5,377,375 | |
| 7 | AEE |
Ameren Corp
|
41,002 | $4,634,866 | |
| 8 | AEP |
American Electric Power Co Inc
|
29,187 | $3,993,073 |
All Filings in LNT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,704 | 4,112 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $263,143 | 3,667 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $211,542 | 3,254 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $217,195 | 3,222 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $164,357 | 2,718 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $32,754 | 509 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $27,263 | 461 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $61,114 | 1,007 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $49,169 | 966 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $60,732 | 1,205 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $63,919 | 1,246 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $51,404 | 1,061 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $82,131 | 1,565 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $86,187 | 1,614 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $80,109 | 1,451 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $48,803 | 921 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $50,287 | 858 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $53,607 | 858 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $53,233 | 866 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $48,030 | 858 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $30,891 | 554 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $35,583 | 657 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $33,855 | 657 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $33,934 | 657 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $47,361 | 990 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $31,726 | 657 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||