Position in LNT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$3,069,757
+$182,279 QoQ
Shares Held
40,238
0.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
1.89%
of 13F equity value
Holder Rank
#239
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, 2026Olistico Wealth, LLC holds $3,637,782 across 11 Utilities - Regulated Electric names. LNT ranks #1 (84.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
This page
|
40,238 | $3,069,757 | |
| 2 | NEE |
Nextera Energy Inc
|
2,452 | $215,212 | |
| 3 | AEP |
American Electric Power Co Inc
|
802 | $109,721 | |
| 4 | SO |
Southern Co
|
722 | $69,102 | |
| 5 | CNP |
Centerpoint Energy Inc
|
1,058 | $46,594 | |
| 6 | FE |
Firstenergy Corp
|
700 | $33,278 | |
| 7 | DUK |
Duke Energy CORP
|
260 | $32,910 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
245 | $28,608 |
All Filings in LNT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,069,757 | 40,238 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,887,478 | 40,238 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,615,872 | 40,238 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,712,443 | 40,238 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,155,339 | 19,106 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,229,471 | 19,106 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,379,675 | 40,238 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,442,044 | 40,238 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,139,377 | 42,031 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $2,118,765 | 42,039 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,156,600 | 42,039 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,036,789 | 42,039 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,187,261 | 41,678 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,401,825 | 44,978 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,483,235 | 44,978 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||