Arete Wealth Advisors’s Alliant Energy LNT Stock Holding History

Arete Wealth Advisors’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	-3,936	Closed	-$217K	–	696
2022 Q4	$217K	Sell	3,936 -128	-3%	-$6.84K	0.02%	540
2022 Q3	$215K	Buy	4,064 +4	+0.1%	+$241	0.02%	505
2022 Q2	$238K	Buy	+4,060	New	+$245K	0.02%	385
2022 Q1	–	Sell	-4,051	Closed	-$247K	–	536
2021 Q4	$247K	Buy	+4,051	New	+$232K	0.02%	424
2021 Q2	–	Sell	-3,913	Closed	-$212K	–	413
2021 Q1	$212K	Sell	3,913 -1,250	-24%	-$62.2K	0.03%	386
2020 Q4	$265K	Hold	5,163	–	–	0.04%	327
2020 Q3	$274K	Hold	5,163	–	–	0.04%	305
2020 Q2	$247K	Hold	5,163	–	–	0.04%	319
2020 Q1	$249K	Sell	5,163 -4,053	-44%	-$222K	0.05%	273
2019 Q4	$504K	Buy	9,216 +4,053	+79%	+$215K	0.09%	231
2019 Q3	$278K	Hold	5,163	–	–	0.05%	303
2019 Q2	$253K	Hold	5,163	–	–	0.05%	329
2019 Q1	$243K	Hold	5,163	–	–	0.05%	323
2018 Q4	$218K	Hold	5,163	–	–	0.05%	321
2018 Q3	$220K	Hold	5,163	–	–	0.05%	325
2018 Q2	$218K	Buy	+5,163	New	+$213K	0.05%	330

Other funds holding LNT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Arete Wealth Advisors's LNT Position: Q1 2023 in Review

Arete Wealth Advisors sold out of Alliant Energy (LNT) in Q1 2023, closing a stake of 3,936 shares — an estimated $217K sold.

Arete Wealth Advisors first reported a position in LNT in Q2 2018 and held it in 16 quarters. The position peaked at $504K in Q4 2019. 635 funds tracked by Wall St. Rank hold LNT as of Q1 2023.

Arete Wealth Advisors reported no remaining Alliant Energy position as of Q1 2023 after selling out during the quarter.
Arete Wealth Advisors sold 3,936 Alliant Energy shares in Q1 2023, an estimated $217K.
Arete Wealth Advisors first reported a position in Alliant Energy in Q2 2018 and held it in 16 quarters.
Arete Wealth Advisors's Alliant Energy position peaked at $504K in Q4 2019.
635 funds tracked by Wall St. Rank held Alliant Energy as of Q1 2023.

Based on Arete Wealth Advisors's 13F filing for Q1 2023, filed 1 May 2023.