Position in LNT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$254,121
+$41,568 QoQ
Shares Held
3,331
+12.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#600
of 875 holders
Holding Since
Sep 2023
11 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, 2026Larson Financial Group LLC holds $27,783,276 across 37 Utilities - Regulated Electric names. LNT ranks #17 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
67,467 | $5,417,600 | |
| 2 | DTE |
Dte Energy Co
|
22,158 | $3,376,214 | |
| 3 | FE |
Firstenergy Corp
|
67,228 | $3,196,019 | |
| 4 | AEP |
American Electric Power Co Inc
|
19,455 | $2,661,638 | |
| 5 | EIX |
Edison International
|
31,538 | $2,348,004 | |
| 6 | NEE |
Nextera Energy Inc
|
23,051 | $2,023,186 | |
| 7 | SO |
Southern Co
|
19,041 | $1,822,414 | |
| 8 | DUK |
Duke Energy CORP
|
10,705 | $1,355,038 |
All Filings in LNT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,121 | 3,331 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $212,553 | 2,962 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $196,330 | 3,020 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $208,162 | 3,088 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $92,942 | 1,537 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $59,909 | 931 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $42,699 | 722 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $26,157 | 431 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $305 | 6 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $20,520 | 400 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $19,380 | 400 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||