Position in LNT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$333,082
+$36,642 QoQ
Shares Held
4,366
+5.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#538
of 875 holders
Holding Since
Mar 2022
8 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, 2026Checchi Capital Advisers, LLC holds $13,216,563 across 24 Utilities - Regulated Electric names. LNT ranks #18 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,420 | $2,055,573 | |
| 2 | SO |
Southern Co
|
12,816 | $1,226,619 | |
| 3 | DUK |
Duke Energy CORP
|
8,866 | $1,122,258 | |
| 4 | AEP |
American Electric Power Co Inc
|
7,032 | $962,047 | |
| 5 | ED |
Consolidated Edison Inc
|
5,968 | $660,239 | |
| 6 | ETR |
Entergy Corp /De/
|
5,626 | $646,202 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
7,889 | $640,271 | |
| 8 | XEL |
Xcel Energy Inc
|
7,953 | $638,625 |
All Filings in LNT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,082 | 4,366 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $296,440 | 4,131 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $203,676 | 3,133 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $205,398 | 3,047 | Shares | Sole | 2025-11-05 | |
| 2022-12-31 | $211,895 | 3,838 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $218,901 | 4,131 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $239,246 | 4,082 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $226,490 | 3,625 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||