Position in LNT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$15,464,364
+$1,082,728 QoQ
Shares Held
202,705
+1.1% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#115
of 875 holders
Holding Since
Sep 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, 2026Cetera Investment Advisers holds $639,554,608 across 34 Utilities - Regulated Electric names. LNT ranks #15 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,087,760 | $95,472,695 | |
| 2 | DUK |
Duke Energy CORP
|
701,076 | $88,742,200 | |
| 3 | SO |
Southern Co
|
819,582 | $78,442,193 | |
| 4 | AEP |
American Electric Power Co Inc
|
304,753 | $41,693,257 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
267,675 | $31,256,409 | |
| 6 | ETR |
Entergy Corp /De/
|
269,035 | $30,901,360 | |
| 7 | D |
Dominion Energy, Inc
|
358,796 | $24,502,178 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
265,237 | $21,526,634 |
All Filings in LNT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,464,364 | 202,705 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $14,381,636 | 200,413 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $12,739,099 | 195,956 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,636,880 | 187,463 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,572,030 | 174,831 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $10,314,275 | 160,284 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $9,174,920 | 155,139 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,124,741 | 150,350 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,552,643 | 148,382 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $10,877,378 | 215,821 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $3,680,467 | 71,744 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,260,200 | 67,290 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,368,901 | 64,194 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,733,813 | 51,195 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,432,276 | 44,055 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,000 | 42,614 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,136,858 | 19,397 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,168,313 | 18,699 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,159,508 | 18,863 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,041,116 | 18,598 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,035,574 | 18,572 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,842,089 | 34,012 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,757,997 | 34,116 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $1,181,287 | 22,871 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||