Position in LNT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,886,459
+$704,958 QoQ
Shares Held
77,159
+6.9% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#172
of 875 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 41%
Shared 25%
None 34%
Common Shares in LNT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cerity Partners LLC holds $641,360,641 across 37 Utilities - Regulated Electric names. LNT ranks #22 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,493,361 | $131,072,294 | |
| 2 | EIX |
Edison International
|
809,682 | $60,280,823 | |
| 3 | DUK |
Duke Energy CORP
|
433,711 | $54,899,137 | |
| 4 | PCG |
PG&E Corp
|
3,082,638 | $51,849,970 | |
| 5 | ES |
Eversource Energy
|
537,372 | $38,835,873 | |
| 6 | DTE |
Dte Energy Co
|
218,079 | $33,228,695 | |
| 7 | ED |
Consolidated Edison Inc
|
272,991 | $30,200,993 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
325,174 | $26,391,118 |
All Filings in LNT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,886,459 | 77,159 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $5,181,501 | 72,206 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,286,969 | 50,561 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,116,863 | 61,072 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $3,671,617 | 60,718 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,955,466 | 45,928 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,908,917 | 66,096 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $4,748,689 | 78,245 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,227,976 | 63,418 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,219,084 | 83,712 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,679,706 | 52,236 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,293,913 | 47,346 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,835,494 | 54,030 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,813,966 | 52,696 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,779,768 | 50,349 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,465,173 | 27,650 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,665,872 | 28,423 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $454,604 | 7,276 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||