Position in LNT
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$365,617
+$92,901 QoQ
Shares Held
5,095
+21.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in LNT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $18,310,933 across 12 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
59,870 | $6,623,418 | |
| 2 | AEE |
Ameren Corp
|
27,382 | $3,095,261 | |
| 3 | NEE |
Nextera Energy Inc
|
31,040 | $2,724,380 | |
| 4 | DUK |
Duke Energy CORP
|
18,986 | $2,403,247 | |
| 5 | AEP |
American Electric Power Co Inc
|
5,812 | $795,139 | |
| 6 | SO |
Southern Co
|
7,680 | $735,052 | |
| 7 | D |
Dominion Energy, Inc
|
6,856 | $468,196 | |
| 8 | ES |
Eversource Energy
|
5,355 | $387,005 |
All Filings in LNT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $365,617 | 5,095 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $272,716 | 4,195 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $296,941 | 4,405 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $266,188 | 4,402 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $283,140 | 4,400 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $238,215 | 4,028 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $238,693 | 3,933 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||