Position in LNT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$235,946
-$308,254 QoQ
Shares Held
3,288
-59.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
11 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, 2026NorthRock Partners, LLC holds $9,302,638 across 11 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
21,955 | $2,101,313 | |
| 2 | NEE |
Nextera Energy Inc
|
15,718 | $1,379,568 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
9,116 | $1,064,475 | |
| 4 | PCG |
PG&E Corp
|
57,574 | $968,394 | |
| 5 | XEL |
Xcel Energy Inc
|
11,865 | $952,759 | |
| 6 | MGEE |
Mge Energy Inc
|
9,369 | $763,948 | |
| 7 | DUK |
Duke Energy CORP
|
5,504 | $696,696 | |
| 8 | ES |
Eversource Energy
|
5,538 | $400,231 |
All Filings in LNT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $235,946 | 3,288 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $544,200 | 8,073 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $433,751 | 7,173 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $434,169 | 6,747 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $396,651 | 6,707 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $301,204 | 4,963 | Shares | Sole | 2025-04-22 | |
| 2024-06-30 | $250,733 | 4,926 | Shares | Sole | 2025-04-22 | |
| 2024-03-31 | $239,400 | 4,750 | Shares | Sole | 2025-04-22 | |
| 2023-12-31 | $289,126 | 5,636 | Shares | Sole | 2025-04-22 | |
| 2023-06-30 | $206,771 | 3,940 | Shares | Sole | 2023-08-02 | |
| 2022-03-31 | $236,549 | 3,786 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||