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Apella Capital’s Alliant Energy LNT Stock Holding History

Apella Capital’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
Q3 		$776K Buy
11,904
+376
+3% +$26.4K 0.01% 434
2026
Q2 		$895K Buy
11,528
+54
+0.5% +$3.93K 0.01% 384
2026
Q1 		$836K Buy
11,474
+5,380
+88% +$371K 0.01% 389
2025
Q4 		$396K Buy
6,094
+1,109
+22% +$74.3K 0.01% 400
2025
Q3 		$337K Buy
+4,985
New +$322K 0.01% 377

Other funds holding LNT

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Apella Capital's LNT Position: Q3 2026 in Review

Apella Capital increased its Alliant Energy (LNT) stake by 3.3% in Q3 2026, buying an estimated $26.4K and bringing the position to 11,904 shares worth $776K. The position accounts for 0.01% of the portfolio, ranked #434.

Apella Capital first reported a position in LNT in Q3 2025 and has held it in 5 quarters since. The position peaked at $895K in Q2 2026. 26 funds tracked by Wall St. Rank hold LNT as of Q3 2026.

  • Apella Capital held 11,904 shares of Alliant Energy worth $776K as of Q3 2026.
  • Apella Capital bought 376 Alliant Energy shares in Q3 2026, an estimated $26.4K.
  • Alliant Energy made up 0.01% of Apella Capital's portfolio in Q3 2026, its #434 holding.
  • Apella Capital first reported a position in Alliant Energy in Q3 2025 and has held it in 5 quarters since.
  • Apella Capital's Alliant Energy position peaked at $895K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Alliant Energy as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.