Position in LNT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,282,282
-$2,333,776 QoQ
Shares Held
16,808
-66.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#328
of 875 holders
Holding Since
Jun 2022
16 quarters on record
Common Shares in LNT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Kestra Advisory Services, LLC holds $192,004,579 across 27 Utilities - Regulated Electric names. LNT ranks #22 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
451,292 | $39,609,898 | |
| 2 | SO |
Southern Co
|
329,023 | $31,490,791 | |
| 3 | DUK |
Duke Energy CORP
|
206,360 | $26,121,048 | |
| 4 | AEP |
American Electric Power Co Inc
|
130,740 | $17,886,539 | |
| 5 | ETR |
Entergy Corp /De/
|
96,851 | $11,124,305 | |
| 6 | ED |
Consolidated Edison Inc
|
68,203 | $7,545,297 | |
| 7 | D |
Dominion Energy, Inc
|
87,764 | $5,993,403 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
73,110 | $5,933,607 |
All Filings in LNT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,282,282 | 16,808 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,616,058 | 50,391 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,989,094 | 45,979 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,009,734 | 14,979 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $866,172 | 14,324 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $838,544 | 13,031 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $793,836 | 13,423 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $782,718 | 12,897 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $677,784 | 13,316 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $630,705 | 12,514 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $656,383 | 12,795 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $614,975 | 12,693 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $681,137 | 12,979 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $701,195 | 13,131 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $846,314 | 15,329 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $880,966 | 15,031 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||