Position in LNT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$424,096
+$27,622 QoQ
Shares Held
5,559
+0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#510
of 873 holders
Holding Since
Mar 2022
18 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, 2026Klingman & Associates, LLC holds $3,946,831 across 7 Utilities - Regulated Electric names. LNT ranks #4 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
18,203 | $1,597,677 | |
| 2 | ED |
Consolidated Edison Inc
|
6,711 | $742,437 | |
| 3 | SO |
Southern Co
|
5,015 | $479,985 | |
| 4 | LNT |
Alliant Energy Corp
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|
5,559 | $424,096 | |
| 5 | DUK |
Duke Energy CORP
|
2,237 | $283,159 | |
| 6 | CNP |
Centerpoint Energy Inc
|
4,772 | $210,158 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,530 | $209,319 |
All Filings in LNT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,096 | 5,559 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $396,474 | 5,525 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $355,734 | 5,472 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $368,530 | 5,467 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $313,174 | 5,179 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $331,724 | 5,155 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $298,893 | 5,054 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $300,658 | 4,954 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $251,700 | 4,945 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $249,228 | 4,945 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $253,678 | 4,945 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $249,323 | 5,146 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $267,280 | 5,093 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $269,883 | 5,054 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $279,307 | 5,059 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $260,657 | 4,919 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $285,782 | 4,876 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $304,652 | 4,876 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||