Position in LNT
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$339,490
+$20,158 QoQ
Shares Held
4,450
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#535
of 875 holders
Holding Since
Mar 2025
5 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, 2026FORM Wealth Advisors, LLC holds $1,245,432 across 3 Utilities - Regulated Electric names. LNT ranks #2 (27.3% of the industry book) .
All Filings in LNT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,490 | 4,450 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $319,332 | 4,450 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $320,174 | 4,925 | Shares | Sole | 2026-01-28 | |
| 2025-06-30 | $286,809 | 4,743 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $305,212 | 4,743 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||