Position in LNT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$757,025
+$46,458 QoQ
Shares Held
9,923
+0.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#408
of 875 holders
Holding Since
Jun 2024
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, 2026ALTFEST L J & CO INC holds $5,260,511 across 7 Utilities - Regulated Electric names. LNT ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
10,683 | $1,461,541 | |
| 2 | EVRG |
Evergy, Inc.
|
9,584 | $828,345 | |
| 3 | LNT |
Alliant Energy Corp
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|
9,923 | $757,025 | |
| 4 | CMS |
Cms Energy Corp
|
8,993 | $687,964 | |
| 5 | DTE |
Dte Energy Co
|
4,316 | $657,628 | |
| 6 | ED |
Consolidated Edison Inc
|
4,145 | $458,561 | |
| 7 | SO |
Southern Co
|
4,278 | $409,447 |
All Filings in LNT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $757,025 | 9,923 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $710,567 | 9,902 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $652,505 | 10,037 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $844,242 | 12,524 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $771,052 | 12,751 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $802,187 | 12,466 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $598,496 | 10,120 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $946,460 | 15,595 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $531,548 | 10,443 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||