Position in LNT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$202,702
+$43,837 QoQ
Shares Held
2,657
-10.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#655
of 875 holders
Holding Since
Jun 2021
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LNT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Belpointe Asset Management LLC holds $19,774,302 across 15 Utilities - Regulated Electric names. LNT ranks #15 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
75,013 | $6,583,891 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
40,721 | $4,754,991 | |
| 3 | D |
Dominion Energy, Inc
|
22,308 | $1,523,413 | |
| 4 | DUK |
Duke Energy CORP
|
10,570 | $1,337,950 | |
| 5 | SO |
Southern Co
|
10,930 | $1,046,110 | |
| 6 | ED |
Consolidated Edison Inc
|
8,268 | $914,688 | |
| 7 | ES |
Eversource Energy
|
12,165 | $879,164 | |
| 8 | ETR |
Entergy Corp /De/
|
4,897 | $562,469 |
All Filings in LNT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,702 | 2,657 | Shares | Sole | 2026-07-31 | |
| 2023-03-31 | $158,865 | 2,975 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $148,570 | 2,691 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $116,154 | 2,192 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $128,707 | 2,196 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $138,143 | 2,211 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $133,205 | 2,167 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $121,252 | 2,166 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $109,233 | 1,959 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||