Position in LNT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,137,807
+$128,480 QoQ
Shares Held
41,130
-1.9% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#237
of 875 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in LNT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Alpha Omega Wealth Management LLC holds $12,050,131 across 7 Utilities - Regulated Electric names. LNT ranks #2 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
32,774 | $4,483,810 | |
| 2 | LNT |
Alliant Energy Corp
This page
|
41,130 | $3,137,807 | |
| 3 | D |
Dominion Energy, Inc
|
23,327 | $1,593,000 | |
| 4 | DUK |
Duke Energy CORP
|
11,877 | $1,503,390 | |
| 5 | NEE |
Nextera Energy Inc
|
7,245 | $635,893 | |
| 6 | EXC |
Exelon Corp
|
8,145 | $379,719 | |
| 7 | SO |
Southern Co
|
3,307 | $316,512 |
All Filings in LNT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,137,807 | 41,130 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,009,327 | 41,936 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,876,692 | 44,250 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $3,650,655 | 54,156 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,276,990 | 54,192 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $3,632,235 | 56,445 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $3,590,685 | 60,715 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,751,188 | 61,809 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $3,225,533 | 63,370 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,765,196 | 54,865 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,633,844 | 51,342 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,534,031 | 52,302 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,849,873 | 54,304 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,990,346 | 55,999 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $3,184,347 | 57,677 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,127,045 | 59,012 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $3,763,055 | 64,205 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $4,494,436 | 71,934 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $4,548,042 | 73,988 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $4,119,904 | 73,596 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $4,234,581 | 75,943 | Shares | Sole | 2021-07-01 | |
| 2021-03-31 | $4,130,133 | 76,258 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $3,647,911 | 70,792 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $3,575,264 | 69,221 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,292,109 | 68,815 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $3,408,742 | 70,589 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||