Position in LNT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$456,824
+$425,394 QoQ
Shares Held
5,988
+1267.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#490
of 875 holders
Holding Since
Jun 2021
13 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in LNT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Arax Advisory Partners holds $135,653,293 across 39 Utilities - Regulated Electric names. LNT ranks #26 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
172,534 | $23,604,376 | |
| 2 | ES |
Eversource Energy
|
252,056 | $18,216,087 | |
| 3 | NEE |
Nextera Energy Inc
|
177,718 | $15,598,308 | |
| 4 | EIX |
Edison International
|
188,992 | $14,070,454 | |
| 5 | PCG |
PG&E Corp
|
581,298 | $9,777,432 | |
| 6 | SO |
Southern Co
|
94,918 | $9,084,601 | |
| 7 | DUK |
Duke Energy CORP
|
41,073 | $5,199,020 | |
| 8 | ED |
Consolidated Edison Inc
|
45,071 | $4,986,204 |
All Filings in LNT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $456,824 | 5,988 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $31,430 | 438 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $19,698 | 303 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $119,248 | 1,769 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,688 | 61 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $91,430 | 1,546 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $93,826 | 1,546 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $78,691 | 1,546 | Shares | Sole | 2024-08-06 | |
| 2023-06-30 | $104 | 2 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $106 | 2 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $110 | 2 | Shares | Sole | 2023-02-24 | |
| 2021-09-30 | $111 | 2 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $111 | 2 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||