Position in LNT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$34,711
+$3,998 QoQ
Shares Held
455
+6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#739
of 875 holders
Holding Since
Mar 2021
20 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, 2026CVA Family Office, LLC holds $4,072,919 across 29 Utilities - Regulated Electric names. LNT ranks #20 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
12,103 | $1,062,280 | |
| 2 | DUK |
Duke Energy CORP
|
5,477 | $693,278 | |
| 3 | AEE |
Ameren Corp
|
2,858 | $323,068 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,282 | $312,200 | |
| 5 | SO |
Southern Co
|
3,085 | $295,265 | |
| 6 | D |
Dominion Energy, Inc
|
3,546 | $242,156 | |
| 7 | ETR |
Entergy Corp /De/
|
1,357 | $155,865 | |
| 8 | ES |
Eversource Energy
|
1,579 | $114,114 |
All Filings in LNT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,711 | 455 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $30,713 | 428 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $9,946 | 153 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $10,987 | 163 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $9,251 | 153 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $18,983 | 295 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $16,854 | 285 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $14,140 | 233 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $11,859 | 233 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $8,971 | 178 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $11,183 | 218 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $24,035 | 458 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $18,957 | 355 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,104 | 20 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $6,358 | 120 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $7,033 | 120 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $7,497 | 120 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $2,766 | 45 | Shares | Sole | 2022-01-25 | |
| 2021-06-30 | $2,509 | 45 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $2,437 | 45 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||