HB Wealth Management, LLC

Position in LNT — Alliant Energy Corp

CIK 1911253 Atlanta, GA

Position in LNT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,086,522

+$346,964 QoQ

Shares Held

14,242

+38.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#349

of 875 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

HB Wealth Management, LLC holds $98,089,099 across 29 Utilities - Regulated Electric names. LNT ranks #21 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	210,104	$20,109,053
2	NEE	Nextera Energy Inc	224,772	$19,728,238
3	DUK	Duke Energy CORP	88,049	$11,145,242
4	AEP	American Electric Power Co Inc	44,065	$6,028,532
5	D	Dominion Energy, Inc	73,917	$5,047,791
6	ETR	Entergy Corp /De/	27,615	$3,171,858
7	CMS	Cms Energy Corp	33,781	$2,584,246
8	ES	Eversource Energy	35,105	$2,537,038

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,086,522	14,242	+38.2%	Shares	Sole	2026-07-29
2026-03-31	$739,558	10,306	+5.1%	Shares	Sole	2026-04-27
2025-12-31	$637,293	9,803	+10.3%	Shares	Sole	2026-01-28
2025-09-30	$599,005	8,886	+7.6%	Shares	Sole	2025-10-23
2025-06-30	$499,179	8,255	-1.7%	Shares	Sole	2025-07-17
2025-03-31	$540,411	8,398	+28.9%	Shares	Sole	2025-05-07
2024-12-31	$385,178	6,513	-2.6%	Shares	Sole	2025-01-15
2024-09-30	$405,712	6,685	+23.8%	Shares	Sole	2024-10-15
2024-06-30	$274,910	5,401	-22.7%	Shares	Sole	2024-07-26
2023-09-30	$338,471	6,986	+34.4%	Shares	Sole	2023-10-13
2023-06-30	$272,738	5,197	+4.6%	Shares	Sole	2023-07-13
2023-03-31	$265,291	4,968	+19.2%	Shares	Sole	2023-04-13
2022-12-31	$230,170	4,169	—	Shares	Sole	2023-01-20
No filing history on record for this holder in this stock.