Position in LNT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,138,323
+$56,829 QoQ
Shares Held
14,921
-1.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#346
of 875 holders
Holding Since
Mar 2020
25 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, 2026OPPENHEIMER & CO INC holds $90,449,487 across 22 Utilities - Regulated Electric names. LNT ranks #13 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
313,708 | $27,534,151 | |
| 2 | DUK |
Duke Energy CORP
|
91,614 | $11,596,500 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
102,451 | $8,314,923 | |
| 4 | AEP |
American Electric Power Co Inc
|
59,170 | $8,095,047 | |
| 5 | EVRG |
Evergy, Inc.
|
81,312 | $7,027,796 | |
| 6 | SO |
Southern Co
|
66,365 | $6,351,794 | |
| 7 | D |
Dominion Energy, Inc
|
74,921 | $5,116,355 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
20,238 | $2,363,191 |
All Filings in LNT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,138,323 | 14,921 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,081,494 | 15,071 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $1,059,415 | 15,716 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $983,302 | 16,261 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,050,578 | 16,326 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,811,576 | 30,632 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,791,993 | 29,527 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,496,358 | 29,398 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,456,963 | 28,908 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,479,030 | 28,831 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,322,539 | 27,297 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,320,081 | 25,154 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,318,873 | 24,698 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,292,631 | 23,413 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,182,365 | 22,313 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,179,643 | 20,127 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,244,914 | 19,925 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,232,350 | 20,048 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,284,852 | 22,952 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,261,402 | 22,622 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,221,957 | 22,562 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,135,566 | 22,037 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,137,539 | 22,024 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,752,139 | 57,528 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,748,425 | 56,915 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||