Position in LNT
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$805,622
-$67,481 QoQ
Shares Held
10,560
-13.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#399
of 875 holders
Holding Since
Mar 2022
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, 2026Beacon Pointe Advisors, LLC holds $72,337,666 across 24 Utilities - Regulated Electric names. LNT ranks #16 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
201,628 | $17,696,889 | |
| 2 | SO |
Southern Co
|
94,275 | $9,023,060 | |
| 3 | DUK |
Duke Energy CORP
|
68,769 | $8,704,780 | |
| 4 | AEP |
American Electric Power Co Inc
|
38,831 | $5,312,469 | |
| 5 | DTE |
Dte Energy Co
|
28,315 | $4,314,356 | |
| 6 | ED |
Consolidated Edison Inc
|
30,390 | $3,362,045 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
27,409 | $3,200,548 | |
| 8 | D |
Dominion Energy, Inc
|
46,532 | $3,177,670 |
All Filings in LNT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $805,622 | 10,560 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $873,103 | 12,167 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $778,039 | 11,968 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $743,801 | 11,034 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $367,355 | 6,075 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $421,170 | 6,545 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $385,592 | 6,520 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $397,944 | 6,557 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $363,018 | 7,132 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $363,031 | 7,203 | Shares | Sole | 2024-05-14 | |
| 2022-03-31 | $515,834 | 8,256 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||