Position in LNT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$25,709
+$1,813 QoQ
Shares Held
337
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#754
of 875 holders
Holding Since
Mar 2020
26 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, 2026MV CAPITAL MANAGEMENT, INC. holds $3,095,528 across 27 Utilities - Regulated Electric names. LNT ranks #13 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
24,069 | $2,112,536 | |
| 2 | DUK |
Duke Energy CORP
|
1,848 | $233,919 | |
| 3 | SO |
Southern Co
|
1,713 | $163,951 | |
| 4 | EVRG |
Evergy, Inc.
|
716 | $61,883 | |
| 5 | AEP |
American Electric Power Co Inc
|
401 | $54,860 | |
| 6 | D |
Dominion Energy, Inc
|
803 | $54,836 | |
| 7 | ED |
Consolidated Edison Inc
|
426 | $47,128 | |
| 8 | DTE |
Dte Energy Co
|
303 | $46,168 |
All Filings in LNT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,709 | 337 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $23,896 | 333 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $21,713 | 334 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $22,380 | 332 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $20,076 | 332 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $21,364 | 332 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $19,634 | 332 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $20,149 | 332 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $17,153 | 337 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $16,934 | 336 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $19,237 | 375 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $20,785 | 429 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $22,304 | 425 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $23,068 | 432 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $21,918 | 397 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $15,685 | 296 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $16,703 | 285 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $18,056 | 289 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $17,764 | 289 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $14,834 | 265 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $13,772 | 247 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $12,510 | 231 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $11,542 | 224 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $11,569 | 224 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $10,716 | 224 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $10,816 | 224 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||