Position in LNT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$312,102
+$18,532 QoQ
Shares Held
4,091
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#559
of 873 holders
Holding Since
Dec 2023
9 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, 2026BKM Wealth Management, LLC holds $6,446,921 across 8 Utilities - Regulated Electric names. LNT ranks #7 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
22,912 | $2,010,986 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
13,507 | $1,577,212 | |
| 3 | NGG |
National Grid PLC
|
10,408 | $862,510 | |
| 4 | AEP |
American Electric Power Co Inc
|
5,229 | $715,379 | |
| 5 | MGEE |
Mge Energy Inc
|
5,088 | $414,875 | |
| 6 | DUK |
Duke Energy CORP
|
2,811 | $355,816 | |
| 7 | LNT |
Alliant Energy Corp
This page
|
4,091 | $312,102 | |
| 8 | D |
Dominion Energy, Inc
|
2,900 | $198,041 |
All Filings in LNT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,102 | 4,091 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $293,570 | 4,091 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $249,508 | 3,838 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $258,719 | 3,838 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $232,083 | 3,838 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $246,975 | 3,838 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $219,291 | 3,708 | Shares | Sole | 2025-01-31 | |
| 2024-03-31 | $151,300 | 3,002 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $123,530 | 2,408 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||