Position in LNT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$108,955,697
+$9,665,263 QoQ
Shares Held
1,428,178
+3.2% QoQ
Ownership
0.553%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#34
of 875 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 75%
Shared 18%
None 7%
Common Shares in LNT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $4,745,910,722 across 38 Utilities - Regulated Electric names. LNT ranks #25 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,997,454 | $438,626,536 | |
| 2 | DUK |
Duke Energy CORP
|
2,146,529 | $271,707,639 | |
| 3 | SO |
Southern Co
|
2,753,892 | $263,575,000 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,855,418 | $253,839,734 | |
| 5 | ETR |
Entergy Corp /De/
|
1,918,551 | $220,364,766 | |
| 6 | D |
Dominion Energy, Inc
|
2,683,787 | $183,275,810 | |
| 7 | EXC |
Exelon Corp
|
3,871,724 | $180,499,769 | |
| 8 | XEL |
Xcel Energy Inc
|
2,126,199 | $170,733,779 |
All Filings in LNT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,955,697 | 1,428,178 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $99,290,434 | 1,383,646 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $87,059,571 | 1,339,172 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $90,679,053 | 1,345,187 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $80,448,984 | 1,330,395 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $84,258,086 | 1,309,372 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $79,933,740 | 1,351,602 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $82,463,809 | 1,358,771 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $65,862,868 | 1,293,966 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $59,349,375 | 1,177,567 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $46,151,427 | 899,638 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $43,123,404 | 890,060 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $45,158,722 | 860,494 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $44,877,144 | 840,396 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $46,227,661 | 837,306 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $44,589,705 | 841,474 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $48,480,373 | 827,169 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $50,978,244 | 815,913 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $50,963,301 | 829,076 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $47,057,515 | 840,613 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $47,372,859 | 849,585 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $45,723,063 | 844,222 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $43,685,278 | 847,764 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $41,450,467 | 802,526 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $37,929,082 | 792,832 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $37,921,267 | 785,282 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||