Position in LNT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$490,544
+$171,428 QoQ
Shares Held
6,430
+44.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#481
of 875 holders
Holding Since
Jun 2020
10 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, 2026Apollon Wealth Management, LLC holds $66,035,203 across 25 Utilities - Regulated Electric names. LNT ranks #20 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
315,851 | $27,722,242 | |
| 2 | SO |
Southern Co
|
65,680 | $6,286,232 | |
| 3 | DUK |
Duke Energy CORP
|
49,600 | $6,278,368 | |
| 4 | AEP |
American Electric Power Co Inc
|
30,201 | $4,131,798 | |
| 5 | D |
Dominion Energy, Inc
|
50,537 | $3,451,171 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
15,046 | $1,756,921 | |
| 7 | XEL |
Xcel Energy Inc
|
20,796 | $1,669,918 | |
| 8 | ES |
Eversource Energy
|
22,137 | $1,599,840 |
All Filings in LNT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $490,544 | 6,430 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $319,116 | 4,447 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $228,640 | 3,517 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $226,227 | 3,356 | Shares | Sole | 2025-10-17 | |
| 2021-12-31 | $755,958 | 12,298 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $574,914 | 10,270 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $647,596 | 11,614 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $690,431 | 12,748 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $924,793 | 17,905 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,435 | 30 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||