Position in LNT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$341,168
+$71,962 QoQ
Shares Held
4,472
+8.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#533
of 875 holders
Holding Since
Jun 2021
14 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, 2026Capital Investment Advisors, LLC holds $98,457,768 across 21 Utilities - Regulated Electric names. LNT ranks #14 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
648,573 | $62,074,921 | |
| 2 | DUK |
Duke Energy CORP
|
64,945 | $8,220,738 | |
| 3 | AEP |
American Electric Power Co Inc
|
51,813 | $7,088,536 | |
| 4 | NEE |
Nextera Energy Inc
|
72,100 | $6,328,217 | |
| 5 | D |
Dominion Energy, Inc
|
65,733 | $4,488,906 | |
| 6 | ED |
Consolidated Edison Inc
|
24,233 | $2,680,896 | |
| 7 | ES |
Eversource Energy
|
23,256 | $1,680,711 | |
| 8 | ETR |
Entergy Corp /De/
|
8,241 | $946,561 |
All Filings in LNT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,168 | 4,472 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $269,206 | 4,141 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $299,367 | 4,441 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $365,299 | 6,041 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $388,352 | 6,035 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $356,969 | 6,036 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $309,215 | 5,095 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $259,081 | 5,090 | Shares | Sole | 2024-07-12 | |
| 2022-12-31 | $205,105 | 3,715 | Shares | Sole | 2023-01-05 | |
| 2022-06-30 | $214,864 | 3,666 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $228,926 | 3,664 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $225,164 | 3,663 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $204,942 | 3,661 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $204,081 | 3,660 | Shares | Sole | 2021-07-14 | |
| No filing history on record for this holder in this stock. | ||||||