Arvest Trust’s Alliant Energy LNT Stock Holding History

Arvest Trust’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
2024 Q2	$1.84M	Sell	36,241 -2,700	-7%	-$136K	0.11%	90
2024 Q1	$1.96M	Buy	38,941 +1,914	+5%	+$93.9K	0.11%	93
2023 Q4	$1.9M	Sell	37,027 -7,282	-16%	-$363K	0.11%	88
2023 Q3	$2.15M	Sell	44,309 -616	-1%	-$31.9K	0.14%	83
2023 Q2	$2.41M	Sell	44,925 -2,641	-6%	-$142K	0.14%	80
2023 Q1	$2.54M	Buy	47,566 +10,231	+27%	+$544K	0.16%	75
2022 Q4	$2.06M	Buy	37,335 +3,070	+9%	+$164K	0.13%	78
2022 Q3	$1.82M	Buy	34,265 +7,893	+30%	+$476K	0.12%	75
2022 Q2	$1.55M	Buy	26,372 +3,612	+16%	+$218K	0.1%	76
2022 Q1	$1.42M	Buy	22,760 +3,404	+18%	+$203K	0.08%	81
2021 Q4	$1.19M	Buy	+19,356	New	+$1.11M	0.06%	81

Other funds holding LNT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Arvest Trust's LNT Position: Q2 2024 in Review

Arvest Trust reduced its Alliant Energy (LNT) stake by 6.9% in Q2 2024, selling an estimated $136K and leaving 36,241 shares worth $1.84M. The position accounts for 0.11% of the portfolio, ranked #90.

Arvest Trust first reported a position in LNT in Q4 2021 and has held it in 11 quarters since. The position peaked at $2.54M in Q1 2023. 656 funds tracked by Wall St. Rank hold LNT as of Q2 2024.

Arvest Trust held 36,241 shares of Alliant Energy worth $1.84M as of Q2 2024.
Arvest Trust sold 2,700 Alliant Energy shares in Q2 2024, an estimated $136K.
Alliant Energy made up 0.11% of Arvest Trust's portfolio in Q2 2024, its #90 holding.
Arvest Trust first reported a position in Alliant Energy in Q4 2021 and has held it in 11 quarters since.
Arvest Trust's Alliant Energy position peaked at $2.54M in Q1 2023.
656 funds tracked by Wall St. Rank held Alliant Energy as of Q2 2024.

Based on Arvest Trust's 13F filing for Q2 2024, filed 9 Aug 2024.