Position in LNT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$435,005
+$25,830 QoQ
Shares Held
5,702
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#505
of 875 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LNT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BAILARD, INC. holds $22,763,438 across 13 Utilities - Regulated Electric names. LNT ranks #9 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
67,929 | $5,962,128 | |
| 2 | SO |
Southern Co
|
46,852 | $4,484,204 | |
| 3 | EVRG |
Evergy, Inc.
|
45,046 | $3,893,325 | |
| 4 | XEL |
Xcel Energy Inc
|
25,128 | $2,017,778 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
19,820 | $1,608,591 | |
| 6 | EXC |
Exelon Corp
|
29,979 | $1,397,620 | |
| 7 | NGG |
National Grid PLC
|
13,927 | $1,154,130 | |
| 8 | NWE |
NorthWestern Energy Group, Inc.
|
9,326 | $667,928 |
All Filings in LNT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435,005 | 5,702 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $409,175 | 5,702 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $370,166 | 5,694 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $353,767 | 5,248 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $317,346 | 5,248 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $337,708 | 5,248 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $334,318 | 5,653 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $347,571 | 5,727 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $331,613 | 6,515 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $277,804 | 5,512 | Shares | Sole | 2024-05-08 | |
| 2023-09-30 | $293,219 | 6,052 | Shares | Sole | 2023-10-24 | |
| 2023-03-31 | $208,740 | 3,909 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $298,244 | 5,402 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $248,364 | 4,687 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $274,705 | 4,687 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $341,890 | 5,472 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $373,245 | 6,072 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $355,025 | 6,342 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $355,525 | 6,376 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $345,324 | 6,376 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $262,133 | 5,087 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $382,726 | 7,410 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $354,494 | 7,410 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $369,901 | 7,660 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||