Position in LNT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,231,167
+$137,904 QoQ
Shares Held
16,138
+5.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#335
of 875 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in LNT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Lido Advisors, LLC holds $125,158,864 across 29 Utilities - Regulated Electric names. LNT ranks #20 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
330,323 | $28,992,448 | |
| 2 | SO |
Southern Co
|
163,484 | $15,647,052 | |
| 3 | DUK |
Duke Energy CORP
|
95,906 | $12,139,779 | |
| 4 | AEP |
American Electric Power Co Inc
|
74,857 | $10,241,183 | |
| 5 | D |
Dominion Energy, Inc
|
102,192 | $6,978,690 | |
| 6 | DTE |
Dte Energy Co
|
44,847 | $6,833,336 | |
| 7 | ED |
Consolidated Edison Inc
|
56,499 | $6,250,484 | |
| 8 | FE |
Firstenergy Corp
|
97,434 | $4,632,012 |
All Filings in LNT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,231,167 | 16,138 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,093,263 | 15,235 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,191,632 | 18,330 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,236,568 | 18,344 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $881,591 | 14,579 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,405,789 | 21,846 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,322,074 | 22,355 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,118,516 | 18,430 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $636,707 | 12,509 | Shares | Defined | 2024-08-15 | |
| 2023-09-30 | $237,792 | 4,908 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $253,268 | 4,826 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $254,931 | 4,774 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $257,112 | 4,657 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $267,334 | 5,045 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $430,431 | 7,344 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $447,606 | 7,164 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $430,412 | 7,002 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||