Position in LNT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$20,579,224
+$7,596,407 QoQ
Shares Held
269,750
+49.1% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#107
of 875 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in LNT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,148,550,116 across 33 Utilities - Regulated Electric names. LNT ranks #13 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,810,386 | $246,667,576 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,115,814 | $152,654,512 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
1,244,577 | $145,329,254 | |
| 4 | DUK |
Duke Energy CORP
|
832,564 | $105,385,947 | |
| 5 | SO |
Southern Co
|
1,067,608 | $102,180,758 | |
| 6 | ETR |
Entergy Corp /De/
|
312,662 | $35,912,353 | |
| 7 | ES |
Eversource Energy
|
453,705 | $32,789,257 | |
| 8 | NGG |
National Grid PLC
|
372,089 | $30,835,014 |
All Filings in LNT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,579,224 | 269,750 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $12,982,817 | 180,920 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $11,791,966 | 181,387 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $12,254,124 | 181,785 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $11,171,043 | 184,737 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,155,652 | 126,739 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $7,361,626 | 124,478 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $7,196,738 | 118,582 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,027,646 | 98,775 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,441,740 | 28,606 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,961,907 | 57,737 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,949,004 | 60,867 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,490,495 | 66,511 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,607,275 | 67,552 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,339,707 | 60,491 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,310,178 | 62,468 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,452,951 | 75,976 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $4,694,559 | 75,137 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $4,663,604 | 75,868 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,501,462 | 80,412 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,519,736 | 81,057 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $4,473,234 | 82,593 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,175,793 | 61,630 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,246,516 | 43,495 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,751,277 | 57,510 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $500,573 | 10,366 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||