AAS
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Annex Advisory Services’s Alliant Energy LNT Stock Holding History

Annex Advisory Services’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
2026
Q2 		$771K Buy
10,112
+215
+2% +$15.7K 0.01% 214
2026
Q1 		$710K Sell
9,897
-525
-5% -$36.2K 0.01% 211
2025
Q4 		$678K Sell
10,422
-104
-1% -$6.97K 0.01% 215
2025
Q3 		$710K Sell
10,526
-1,801
-15% -$116K 0.02% 185
2025
Q2 		$745K Sell
12,327
-56
-0.5% -$3.43K 0.02% 184
2025
Q1 		$797K Buy
12,383
+404
+3% +$24.7K 0.02% 181
2024
Q4 		$708K Buy
11,979
+1,518
+15% +$91.8K 0.02% 185
2024
Q3 		$635K Sell
10,461
-107
-1% -$6.07K 0.02% 172
2024
Q2 		$538K Sell
10,568
-318
-3% -$16K 0.02% 177
2024
Q1 		$549K Buy
10,886
+1,111
+11% +$54.5K 0.02% 171
2023
Q4 		$501K Sell
9,775
-1,292
-12% -$64.4K 0.02% 170
2023
Q3 		$536K Buy
11,067
+506
+5% +$26.2K 0.03% 149
2023
Q2 		$554K Hold
10,561
– – 0.03% 139
2023
Q1 		$564K Sell
10,561
-100
-0.9% -$5.32K 0.03% 131
2022
Q4 		$589K Sell
10,661
-1
-0% -$53 0.03% 138
2022
Q3 		$565K Buy
10,662
+12
+0.1% +$724 0.04% 140
2022
Q2 		$624K Buy
10,650
+497
+5% +$30K 0.05% 144
2022
Q1 		$634K Sell
10,153
-398
-4% -$23.7K 0.05% 140
2021
Q4 		$649K Buy
10,551
+34
+0.3% +$1.95K 0.04% 141
2021
Q3 		$589K Sell
10,517
-400
-4% -$23.6K 0.05% 137
2021
Q2 		$608K Buy
10,917
+2,900
+36% +$164K 0.05% 136
2021
Q1 		$434K Sell
8,017
-47
-0.6% -$2.34K 0.04% 140
2020
Q4 		$416K Sell
8,064
-689
-8% -$37K 0.04% 139
2020
Q3 		$452K Hold
8,753
– – 0.06% 89
2020
Q2 		$419K Hold
8,753
– – 0.06% 87
2020
Q1 		$423K Sell
8,753
-1,245
-12% -$68.2K 0.06% 88
2019
Q4 		$547K Sell
9,998
-100
-1% -$5.31K 0.07% 84
2019
Q3 		$545K Buy
10,098
+389
+4% +$20K 0.07% 76
2019
Q2 		$477K Sell
9,709
-377
-4% -$18K 0.07% 79
2019
Q1 		$475K Buy
10,086
+652
+7% +$29.2K 0.07% 79
2018
Q4 		$399K Sell
9,434
-229
-2% -$10.1K 0.06% 87
2018
Q3 		$411K Buy
9,663
+786
+9% +$33.8K 0.06% 88
2018
Q2 		$376K Sell
8,877
-623
-7% -$25.7K 0.06% 89
2018
Q1 		$388K Sell
9,500
-2
-0% -$79 0.07% 90
2017
Q4 		$405K Sell
9,502
-4,819
-34% -$210K 0.08% 79
2017
Q3 		$595K Sell
14,321
-664
-4% -$27.6K 0.12% 70
2017
Q2 		$602K Buy
14,985
+216
+1% +$8.74K 0.13% 69
2017
Q1 		$585K Sell
14,769
-385
-3% -$14.8K 0.15% 68
2016
Q4 		$574K Buy
15,154
+833
+6% +$30.7K 0.14% 64
2016
Q3 		$549K Sell
14,321
-55
-0.4% -$2.16K 0.14% 68
2016
Q2 		$571K Buy
14,376
+122
+0.9% +$4.53K 0.15% 61
2016
Q1 		$529K Sell
14,254
-268
-2% -$9.04K 0.15% 66
2015
Q4 		$453K Hold
14,522
– – 0.13% 74
2015
Q3 		$425K Sell
14,522
-300
-2% -$8.83K 0.14% 73
2015
Q2 		$428K Hold
14,822
– – 0.14% 62
2015
Q1 		$467K Buy
14,822
+2,092
+16% +$68.1K 0.15% 44
2014
Q4 		$423K Sell
12,730
-160
-1% -$4.95K 0.13% 45
2014
Q3 		$357K Buy
12,890
+160
+1% +$4.62K 0.12% 52
2014
Q2 		$387K Hold
12,730
– – 0.13% 48
2014
Q1 		$362K Sell
12,730
-688
-5% -$18.2K 0.13% 50
2013
Q4 		$346K Sell
13,418
-350
-3% -$9.04K 0.13% 57
2013
Q3 		$341K Buy
13,768
+520
+4% +$13.3K 0.16% 64
2013
Q2 		$334K Buy
+13,248
New +$337K 0.18% 69

Other funds holding LNT

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Annex Advisory Services's LNT Position: Q2 2026 in Review

Annex Advisory Services increased its Alliant Energy (LNT) stake by 2.2% in Q2 2026, buying an estimated $15.7K and bringing the position to 10,112 shares worth $771K. The position accounts for 0.01% of the portfolio, ranked #214.

Annex Advisory Services first reported a position in LNT in Q2 2013 and has held it in 53 quarters since. The position peaked at $797K in Q1 2025. 104 funds tracked by Wall St. Rank hold LNT as of Q2 2026.

  • Annex Advisory Services held 10,112 shares of Alliant Energy worth $771K as of Q2 2026.
  • Annex Advisory Services bought 215 Alliant Energy shares in Q2 2026, an estimated $15.7K.
  • Alliant Energy made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #214 holding.
  • Annex Advisory Services first reported a position in Alliant Energy in Q2 2013 and has held it in 53 quarters since.
  • Annex Advisory Services's Alliant Energy position peaked at $797K in Q1 2025.
  • 104 funds tracked by Wall St. Rank held Alliant Energy as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.