Position in LNT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,314,409
+$162,040 QoQ
Shares Held
30,337
+1.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#269
of 875 holders
Holding Since
Dec 2022
15 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, 2026LMG Wealth Partners, LLC holds $8,060,084 across 6 Utilities - Regulated Electric names. LNT ranks #1 (28.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
This page
|
30,337 | $2,314,409 | |
| 2 | SO |
Southern Co
|
20,768 | $1,987,705 | |
| 3 | ETR |
Entergy Corp /De/
|
12,934 | $1,485,599 | |
| 4 | DUK |
Duke Energy CORP
|
11,293 | $1,429,467 | |
| 5 | AEP |
American Electric Power Co Inc
|
4,096 | $560,373 | |
| 6 | NEE |
Nextera Energy Inc
|
3,219 | $282,531 |
All Filings in LNT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,314,409 | 30,337 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,152,369 | 29,994 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,863,576 | 28,666 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,981,314 | 29,392 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,734,944 | 28,691 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,842,597 | 28,634 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,848,952 | 31,264 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,854,079 | 30,550 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,495,594 | 29,383 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,431,309 | 28,399 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,351,549 | 26,346 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,162,654 | 23,997 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,122,914 | 21,397 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,081,617 | 20,255 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,042,254 | 18,878 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||