Position in LNT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$17,241
+$14,586 QoQ
Shares Held
226
+510.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#766
of 875 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LNT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Colonial Trust Co / SC holds $15,721,516 across 24 Utilities - Regulated Electric names. LNT ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
57,913 | $7,330,627 | |
| 2 | NEE |
Nextera Energy Inc
|
49,118 | $4,311,086 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
21,044 | $2,457,307 | |
| 4 | SO |
Southern Co
|
3,558 | $340,536 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,042 | $279,366 | |
| 6 | D |
Dominion Energy, Inc
|
3,538 | $241,610 | |
| 7 | XEL |
Xcel Energy Inc
|
2,745 | $220,423 | |
| 8 | CMS |
Cms Energy Corp
|
2,022 | $154,683 |
All Filings in LNT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,241 | 226 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,655 | 37 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $37,575 | 578 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $231,081 | 3,428 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $207,291 | 3,428 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $194,208 | 3,018 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $187,237 | 3,166 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $189,292 | 3,119 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $159,062 | 3,125 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $157,500 | 3,125 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $157,234 | 3,065 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $149,468 | 3,085 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,624 | 50 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,670 | 50 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,760 | 50 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||