Position in LNT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$687,372
+$27,396 QoQ
Shares Held
9,010
-2.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#420
of 875 holders
Holding Since
Mar 2020
24 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, 2026Wealthspire Advisors, LLC holds $21,381,387 across 18 Utilities - Regulated Electric names. LNT ranks #10 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
63,421 | $5,566,461 | |
| 2 | DUK |
Duke Energy CORP
|
19,524 | $2,471,347 | |
| 3 | AEP |
American Electric Power Co Inc
|
14,222 | $1,945,711 | |
| 4 | ED |
Consolidated Edison Inc
|
13,533 | $1,497,155 | |
| 5 | SO |
Southern Co
|
14,045 | $1,344,246 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
11,268 | $1,315,764 | |
| 7 | EXC |
Exelon Corp
|
27,601 | $1,286,758 | |
| 8 | D |
Dominion Energy, Inc
|
16,470 | $1,124,736 |
All Filings in LNT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $687,372 | 9,010 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $659,976 | 9,197 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $638,138 | 9,816 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $597,252 | 8,860 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $551,546 | 9,121 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $643,049 | 9,993 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $525,932 | 8,893 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $559,986 | 9,227 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $489,607 | 9,619 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $431,827 | 8,568 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $438,974 | 8,557 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $416,815 | 8,603 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $385,832 | 7,352 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $393,024 | 7,360 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $443,281 | 8,029 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $504,570 | 9,522 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $560,135 | 9,557 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $579,814 | 9,280 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $363,287 | 5,910 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $365,045 | 6,521 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $602,096 | 10,798 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $648,241 | 11,969 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $572,859 | 11,117 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $649,307 | 13,446 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||