Position in LNT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$148,307
+$105,826 QoQ
Shares Held
1,944
+228.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#671
of 875 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $33,390,438 across 33 Utilities - Regulated Electric names. LNT ranks #19 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
108,035 | $9,482,231 | |
| 2 | DUK |
Duke Energy CORP
|
48,296 | $6,113,307 | |
| 3 | SO |
Southern Co
|
51,598 | $4,938,444 | |
| 4 | D |
Dominion Energy, Inc
|
36,707 | $2,506,721 | |
| 5 | AEP |
American Electric Power Co Inc
|
14,735 | $2,015,895 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
10,459 | $1,221,297 | |
| 7 | XEL |
Xcel Energy Inc
|
14,371 | $1,153,991 | |
| 8 | ED |
Consolidated Edison Inc
|
9,660 | $1,068,685 |
All Filings in LNT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,307 | 1,944 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $42,481 | 592 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $79,507 | 1,223 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $73,139 | 1,085 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $92,760 | 1,534 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $116,859 | 1,816 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $115,086 | 1,946 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $72,585 | 1,196 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $26,620 | 523 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $26,359 | 523 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $26,829 | 523 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $172,239 | 3,555 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $27,447 | 523 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $27,928 | 523 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $28,874 | 523 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $27,713 | 523 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $203,083 | 3,465 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $215,181 | 3,444 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $210,350 | 3,422 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $193,914 | 3,464 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $190,643 | 3,419 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $184,577 | 3,408 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $174,377 | 3,384 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $29,337 | 568 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $27,173 | 568 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $27,428 | 568 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||