Sound View Wealth Advisors Group, LLC
Position in LNT — Alliant Energy Corp
CIK 1784777
SAVANNAH, GA
Position in LNT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$250,917
-$24,569 QoQ
Shares Held
3,289
-14.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#603
of 875 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in LNT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $26,157,662 across 10 Utilities - Regulated Electric names. LNT ranks #10 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
86,522 | $8,281,020 | |
| 2 | ED |
Consolidated Edison Inc
|
37,009 | $4,094,305 | |
| 3 | NEE |
Nextera Energy Inc
|
35,594 | $3,124,085 | |
| 4 | AEP |
American Electric Power Co Inc
|
21,051 | $2,879,987 | |
| 5 | XEL |
Xcel Energy Inc
|
32,837 | $2,636,811 | |
| 6 | DUK |
Duke Energy CORP
|
20,061 | $2,539,321 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
12,907 | $1,047,532 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
6,784 | $792,167 |
All Filings in LNT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,917 | 3,289 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $275,486 | 3,839 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $249,898 | 3,844 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $259,124 | 3,844 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $232,446 | 3,844 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $243,629 | 3,786 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $223,608 | 3,781 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $229,468 | 3,781 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||