Position in LNT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$25,965,730
+$24,298,404 QoQ
Shares Held
340,356
+1364.8% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#94
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, 2026AE Wealth Management LLC holds $414,672,322 across 27 Utilities - Regulated Electric names. LNT ranks #8 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
371,977 | $50,890,137 | |
| 2 | D |
Dominion Energy, Inc
|
472,104 | $32,239,945 | |
| 3 | ES |
Eversource Energy
|
443,297 | $32,037,042 | |
| 4 | CMS |
Cms Energy Corp
|
400,653 | $30,649,933 | |
| 5 | EIX |
Edison International
|
389,463 | $28,995,491 | |
| 6 | EXC |
Exelon Corp
|
581,581 | $27,113,268 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
230,106 | $26,869,439 | |
| 8 | LNT |
Alliant Energy Corp
This page
|
340,356 | $25,965,730 |
All Filings in LNT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,965,730 | 340,356 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $1,667,326 | 23,235 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,418,178 | 21,815 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,271,608 | 18,864 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $972,950 | 16,090 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $17,670,685 | 274,603 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $13,424,587 | 226,997 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $13,291,887 | 219,013 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $11,025,694 | 216,615 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $10,676,627 | 211,838 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $13,371,037 | 260,644 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,967,311 | 288,283 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $15,814,952 | 301,352 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $15,534,807 | 290,914 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $11,841,054 | 214,473 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $8,350,164 | 157,580 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $7,096,616 | 121,082 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,992,839 | 79,911 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $4,072,387 | 66,250 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $3,216,890 | 57,465 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,627,411 | 47,120 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,934,324 | 35,715 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,265,113 | 24,551 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,236,294 | 23,936 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,114,097 | 23,288 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $800,261 | 16,572 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||