Position in LNT
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$2,965,697
+$706,334 QoQ
Shares Held
38,874
+23.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#244
of 875 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in LNT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $355,612,780 across 36 Utilities - Regulated Electric names. LNT ranks #25 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
368,507 | $32,343,859 | |
| 2 | DUK |
Duke Energy CORP
|
252,532 | $31,965,500 | |
| 3 | ED |
Consolidated Edison Inc
|
273,028 | $30,205,087 | |
| 4 | AEP |
American Electric Power Co Inc
|
209,913 | $28,718,197 | |
| 5 | EVRG |
Evergy, Inc.
|
309,684 | $26,765,988 | |
| 6 | SO |
Southern Co
|
249,562 | $23,885,579 | |
| 7 | EIX |
Edison International
|
290,937 | $21,660,259 | |
| 8 | PCG |
PG&E Corp
|
1,233,572 | $20,748,681 |
All Filings in LNT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,965,697 | 38,874 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $2,259,363 | 31,485 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,168,733 | 33,360 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,081,351 | 30,876 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,473,895 | 24,374 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,521,684 | 23,647 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,399,488 | 23,664 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $1,079,762 | 21,048 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,001,122 | 20,663 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,406,516 | 26,801 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,513,996 | 28,352 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,672,034 | 30,285 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,558,912 | 29,419 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,907,931 | 32,553 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $582,750 | 9,327 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $941,966 | 15,324 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $790,549 | 14,122 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $788,613 | 14,143 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $722,440 | 13,339 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $558,482 | 10,838 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $581,424 | 11,257 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $504,951 | 10,555 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $395,446 | 8,189 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||