Position in LNT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,208,060
+$110,732 QoQ
Shares Held
28,943
-1.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#275
of 875 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in LNT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $965,270,156 across 31 Utilities - Regulated Electric names. LNT ranks #22 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
2,471,103 | $283,830,889 | |
| 2 | EVRG |
Evergy, Inc.
|
2,051,400 | $177,302,500 | |
| 3 | NEE |
Nextera Energy Inc
|
1,079,300 | $94,730,160 | |
| 4 | SO |
Southern Co
|
971,161 | $92,949,818 | |
| 5 | DUK |
Duke Energy CORP
|
723,390 | $91,566,705 | |
| 6 | AEP |
American Electric Power Co Inc
|
248,363 | $33,978,540 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
251,889 | $29,413,077 | |
| 8 | CMS |
Cms Energy Corp
|
322,139 | $24,643,633 |
All Filings in LNT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,208,060 | 28,943 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $2,097,328 | 29,227 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $1,996,911 | 30,717 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $2,041,174 | 30,280 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $1,826,737 | 30,209 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $1,882,751 | 29,258 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $1,808,796 | 30,585 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $1,904,573 | 31,382 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,508,217 | 29,631 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $1,512,604 | 30,012 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,361,655 | 26,543 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $2,152,681 | 44,431 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,235,595 | 42,599 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $2,165,476 | 40,552 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $2,257,205 | 40,884 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $2,028,562 | 38,282 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $2,226,944 | 37,996 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $2,203,793 | 35,272 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $2,329,036 | 37,889 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,963,665 | 35,078 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $1,724,042 | 30,919 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,990,541 | 36,753 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,528,686 | 29,666 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $1,566,388 | 30,327 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $1,521,119 | 31,796 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $1,445,028 | 29,924 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||