Position in LNT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$214,222
+$13,653 QoQ
Shares Held
2,808
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#641
of 875 holders
Holding Since
Dec 2020
12 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, 2026Palumbo Wealth Management LLC holds $7,863,512 across 6 Utilities - Regulated Electric names. LNT ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
50,507 | $5,801,234 | |
| 2 | NEE |
Nextera Energy Inc
|
6,878 | $603,682 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
5,693 | $462,043 | |
| 4 | SO |
Southern Co
|
4,437 | $424,665 | |
| 5 | ED |
Consolidated Edison Inc
|
3,233 | $357,666 | |
| 6 | LNT |
Alliant Energy Corp
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|
2,808 | $214,222 |
All Filings in LNT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,222 | 2,808 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $200,569 | 2,795 | Shares | Defined | 2026-05-12 | |
| 2023-03-31 | $805,806 | 15,090 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $884,464 | 16,020 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $817,635 | 15,430 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $881,670 | 15,043 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $898,649 | 14,383 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $859,657 | 13,985 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $718,895 | 12,842 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $723,318 | 12,972 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $646,182 | 11,931 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $554,823 | 10,767 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||