Position in LNT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$259,053
+$30,803 QoQ
Shares Held
3,610
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026CALTON & ASSOCIATES, INC. holds $6,539,495 across 11 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
12,252 | $1,676,196 | |
| 2 | ED |
Consolidated Edison Inc
|
8,536 | $944,337 | |
| 3 | XEL |
Xcel Energy Inc
|
8,838 | $709,691 | |
| 4 | SO |
Southern Co
|
5,972 | $571,580 | |
| 5 | DUK |
Duke Energy CORP
|
4,493 | $568,723 | |
| 6 | NEE |
Nextera Energy Inc
|
5,848 | $513,278 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
5,971 | $484,606 | |
| 8 | ETR |
Entergy Corp /De/
|
3,321 | $381,450 |
All Filings in LNT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $259,053 | 3,610 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $228,250 | 3,511 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $231,081 | 3,428 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $205,174 | 3,393 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||