Position in LNT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$811,649
+$108,545 QoQ
Shares Held
10,639
+8.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#398
of 875 holders
Holding Since
Mar 2020
26 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, 2026IFP Advisors, Inc holds $36,052,907 across 32 Utilities - Regulated Electric names. LNT ranks #13 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
41,174 | $5,211,804 | |
| 2 | NEE |
Nextera Energy Inc
|
55,230 | $4,847,537 | |
| 3 | PPL |
PPL Corp
|
123,238 | $4,479,701 | |
| 4 | SO |
Southern Co
|
35,414 | $3,389,473 | |
| 5 | ETR |
Entergy Corp /De/
|
24,127 | $2,771,227 | |
| 6 | EIX |
Edison International
|
27,478 | $2,045,737 | |
| 7 | D |
Dominion Energy, Inc
|
25,484 | $1,740,302 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
14,731 | $1,720,138 |
All Filings in LNT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $811,649 | 10,639 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $703,104 | 9,798 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $629,816 | 9,688 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $664,055 | 9,851 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $591,336 | 9,779 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $602,251 | 9,359 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $564,077 | 9,538 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $395,698 | 6,520 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $286,872 | 5,636 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $338,184 | 6,710 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $298,925 | 5,827 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $591,865 | 12,216 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $492,052 | 9,376 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $491,226 | 9,199 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $578,600 | 10,480 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $571,338 | 10,782 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $639,142 | 10,905 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $591,935 | 9,474 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $573,822 | 9,335 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $523,804 | 9,357 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $415,579 | 7,453 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $454,023 | 8,383 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $367,305 | 7,128 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $304,166 | 5,889 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $268,095 | 5,604 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $85,714 | 1,775 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||