Position in LNT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,942,495
+$225,996 QoQ
Shares Held
25,462
+6.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#287
of 875 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in LNT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NewEdge Advisors, LLC holds $332,714,994 across 32 Utilities - Regulated Electric names. LNT ranks #20 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
1,067,217 | $102,143,339 | |
| 2 | ETR |
Entergy Corp /De/
|
532,196 | $61,128,032 | |
| 3 | NEE |
Nextera Energy Inc
|
443,671 | $38,941,003 | |
| 4 | DUK |
Duke Energy CORP
|
230,694 | $29,201,246 | |
| 5 | AEP |
American Electric Power Co Inc
|
101,934 | $13,945,590 | |
| 6 | DTE |
Dte Energy Co
|
76,722 | $11,690,131 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
90,473 | $10,564,532 | |
| 8 | PCG |
PG&E Corp
|
535,419 | $9,005,747 |
All Filings in LNT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,942,495 | 25,462 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,716,499 | 23,920 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $1,725,235 | 26,538 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,783,870 | 26,463 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,267,693 | 20,964 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,304,824 | 20,277 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,309,477 | 22,142 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $769,974 | 12,687 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $614,261 | 12,068 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $605,656 | 12,017 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $610,983 | 11,910 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $148,305 | 3,061 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $156,862 | 2,989 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $397,296 | 7,440 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $413,633 | 7,492 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,435,976 | 27,099 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $220,432 | 3,761 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,721,698 | 27,556 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $259,895 | 4,228 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $284,658 | 5,085 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $341,585 | 6,126 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $343,103 | 6,335 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,928,098 | 37,417 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $2,151,842 | 41,662 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,293,928 | 47,950 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $2,618,525 | 54,225 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||