Position in LNT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$780,293
+$36,645 QoQ
Shares Held
10,228
-1.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#401
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, 2026Independent Advisor Alliance holds $69,225,545 across 24 Utilities - Regulated Electric names. LNT ranks #15 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
123,435 | $15,624,401 | |
| 2 | SO |
Southern Co
|
137,163 | $13,127,869 | |
| 3 | NEE |
Nextera Energy Inc
|
89,439 | $7,850,061 | |
| 4 | AEP |
American Electric Power Co Inc
|
48,671 | $6,658,679 | |
| 5 | D |
Dominion Energy, Inc
|
62,268 | $4,252,281 | |
| 6 | ETR |
Entergy Corp /De/
|
35,069 | $4,028,024 | |
| 7 | ED |
Consolidated Edison Inc
|
34,156 | $3,778,677 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
26,077 | $3,045,010 |
All Filings in LNT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $780,293 | 10,228 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $743,648 | 10,363 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $678,899 | 10,443 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $674,166 | 10,001 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $576,883 | 9,540 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $684,232 | 10,633 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $651,722 | 11,020 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $554,523 | 9,137 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $505,945 | 9,940 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $514,029 | 10,199 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $616,318 | 12,014 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $668,513 | 13,798 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $790,086 | 15,055 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $819,316 | 15,343 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,074,386 | 19,460 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $843,812 | 15,924 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $930,433 | 15,875 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $975,312 | 15,610 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $968,767 | 15,760 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $913,761 | 16,323 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,063,231 | 19,068 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,028,985 | 18,999 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,025,859 | 19,908 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,384,633 | 26,808 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,114,002 | 23,286 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $915,964 | 18,968 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||