Position in LNT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$644,803
+$89,812 QoQ
Shares Held
8,452
+9.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.03%
of 13F equity value
Holder Rank
#433
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, 2026Shakespeare Wealth Management, LLC holds $4,026,680 across 3 Utilities - Regulated Electric names. LNT ranks #2 (16.0% of the industry book) .
All Filings in LNT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $644,803 | 8,452 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $554,991 | 7,734 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $502,787 | 7,734 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $521,348 | 7,734 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $467,674 | 7,734 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $595,366 | 9,252 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $547,163 | 9,252 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $561,503 | 9,252 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $470,926 | 9,252 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $466,300 | 9,252 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $474,627 | 9,252 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $448,259 | 9,252 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $447,864 | 8,534 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $455,715 | 8,534 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $471,162 | 8,534 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $452,216 | 8,534 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $947,547 | 16,167 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,009,988 | 16,165 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $992,678 | 16,149 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $907,939 | 16,219 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $898,627 | 16,116 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $405,225 | 7,482 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $385,547 | 7,482 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $799,232 | 15,474 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $739,797 | 15,464 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $745,790 | 15,444 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||