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Accurate Wealth Management’s Alliant Energy LNT Stock Holding History

Accurate Wealth Management’s Portfolio LNT Stock Details LNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-606
Closed -$33.3K – 910
2022
Q4 		$33.3K Buy
+606
New +$32.4K 0.01% 548

Other funds holding LNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Accurate Wealth Management's LNT Position: Q1 2023 in Review

Accurate Wealth Management sold out of Alliant Energy (LNT) in Q1 2023, closing a stake of 606 shares — an estimated $33.3K sold.

Accurate Wealth Management first reported a position in LNT in Q4 2022 and held it in 1 quarter. The position peaked at $33.3K in Q4 2022. 634 funds tracked by Wall St. Rank hold LNT as of Q1 2023.

  • Accurate Wealth Management reported no remaining Alliant Energy position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 606 Alliant Energy shares in Q1 2023, an estimated $33.3K.
  • Accurate Wealth Management first reported a position in Alliant Energy in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Alliant Energy position peaked at $33.3K in Q4 2022.
  • 634 funds tracked by Wall St. Rank held Alliant Energy as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.