AWE
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Avidian Wealth Enterprises’s Alliant Energy LNT Stock Holding History

Avidian Wealth Enterprises’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 		$515K Buy
8,130
+603
+8% +$42.3K 0.01% 476
2026
Q2 		$574K Buy
7,527
+23
+0.3% +$1.68K 0.02% 439
2026
Q1 		$539K Buy
+7,504
New +$518K 0.02% 419
2024
Q4 		– Sell
-5,594
Closed -$340K – 526
2024
Q3 		$340K Buy
5,594
+152
+3% +$8.63K 0.02% 373
2024
Q2 		$277K Sell
5,442
-14
-0.3% -$704 0.01% 406
2024
Q1 		$275K Sell
5,456
-291
-5% -$14.3K 0.01% 372
2023
Q4 		$295K Buy
5,747
+115
+2% +$5.74K 0.02% 345
2023
Q3 		$273K Buy
5,632
+909
+19% +$47.1K 0.02% 340
2023
Q2 		$248K Sell
4,723
-722
-13% -$38.7K 0.02% 365
2023
Q1 		$291K Buy
5,445
+309
+6% +$16.4K 0.02% 388
2022
Q4 		$284K Buy
5,136
+321
+7% +$17.1K 0.02% 370
2022
Q3 		$255K Sell
4,815
-234
-5% -$14.1K 0.02% 355
2022
Q2 		$296K Buy
5,049
+517
+11% +$31.2K 0.02% 355
2022
Q1 		$283K Buy
4,532
+983
+28% +$58.5K 0.02% 401
2021
Q4 		$218K Buy
+3,549
New +$203K 0.01% 480

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
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

Avidian Wealth Enterprises's LNT Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Alliant Energy (LNT) stake by 8% in Q3 2026, buying an estimated $42.3K and bringing the position to 8,130 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #476.

Avidian Wealth Enterprises first reported a position in LNT in Q4 2021 and has held it in 15 quarters since. The position peaked at $574K in Q2 2026. 26 funds tracked by Wall St. Rank hold LNT as of Q3 2026.

  • Avidian Wealth Enterprises held 8,130 shares of Alliant Energy worth $515K as of Q3 2026.
  • Avidian Wealth Enterprises bought 603 Alliant Energy shares in Q3 2026, an estimated $42.3K.
  • Alliant Energy made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #476 holding.
  • Avidian Wealth Enterprises first reported a position in Alliant Energy in Q4 2021 and has held it in 15 quarters since.
  • Avidian Wealth Enterprises's Alliant Energy position peaked at $574K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Alliant Energy as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.