Position in LNT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$623,365
+$113,439 QoQ
Shares Held
8,171
+15.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#440
of 875 holders
Holding Since
Sep 2023
9 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, 2026Integrated Wealth Concepts LLC holds $85,525,291 across 41 Utilities - Regulated Electric names. LNT ranks #24 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
76,958 | $10,528,623 | |
| 2 | SO |
Southern Co
|
99,526 | $9,524,116 | |
| 3 | NEE |
Nextera Energy Inc
|
83,111 | $7,294,652 | |
| 4 | DUK |
Duke Energy CORP
|
52,478 | $6,642,665 | |
| 5 | ED |
Consolidated Edison Inc
|
54,754 | $6,057,435 | |
| 6 | D |
Dominion Energy, Inc
|
83,212 | $5,682,547 | |
| 7 | EIX |
Edison International
|
75,192 | $5,598,044 | |
| 8 | ES |
Eversource Energy
|
67,933 | $4,909,517 |
All Filings in LNT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $623,365 | 8,171 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $509,926 | 7,106 | Shares | Other | 2026-05-15 | |
| 2025-03-31 | $276,576 | 4,298 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $261,871 | 4,428 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $255,929 | 4,217 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $267,377 | 5,253 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $234,158 | 4,646 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $216,383 | 4,218 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $222,627 | 4,595 | Shares | Other | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||