Position in LNT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,209,978
+$797,193 QoQ
Shares Held
42,076
+25.1% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#232
of 875 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 15%
Shared 16%
None 68%
Common Shares in LNT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Corient Private Wealth LLC holds $578,994,369 across 37 Utilities - Regulated Electric names. LNT ranks #25 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,602,633 | $228,433,098 | |
| 2 | DUK |
Duke Energy CORP
|
320,034 | $40,509,903 | |
| 3 | SO |
Southern Co
|
271,260 | $25,962,294 | |
| 4 | ED |
Consolidated Edison Inc
|
229,747 | $25,416,910 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
202,908 | $23,693,567 | |
| 6 | AEP |
American Electric Power Co Inc
|
162,480 | $22,228,888 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
252,520 | $20,494,523 | |
| 8 | D |
Dominion Energy, Inc
|
410,701 | $17,948,380 |
All Filings in LNT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,209,978 | 42,076 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $2,412,785 | 33,623 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,410,570 | 37,080 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $2,356,248 | 34,954 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,203,465 | 36,439 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $2,256,560 | 35,067 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,031,990 | 34,359 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $2,535,505 | 41,778 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $1,577,238 | 30,987 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,875,686 | 37,216 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,113,303 | 41,195 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $1,557,472 | 32,146 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $1,544,118 | 29,423 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $1,550,842 | 29,042 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $1,418,344 | 25,690 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||