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Avior Wealth Management’s Alliant Energy LNT Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-361
Closed -$21.3K – 1651
2024
Q4 		$21.3K Buy
361
+10
+3% +$604 ﹤0.01% 1395
2024
Q3 		$21.3K Buy
351
+9
+3% +$511 ﹤0.01% 1359
2024
Q2 		$17.4K Sell
342
-294
-46% -$14.8K ﹤0.01% 1373
2024
Q1 		$32.1K Buy
636
+294
+86% +$14.4K ﹤0.01% 1411
2023
Q4 		$17.5K Sell
342
-2
-0.6% -$100 ﹤0.01% 903
2023
Q3 		$16.7K Sell
344
-833
-71% -$43.2K ﹤0.01% 969
2023
Q2 		$61.8K Hold
1,177
– – ﹤0.01% 720
2023
Q1 		$62.9K Hold
1,177
– – ﹤0.01% 724
2022
Q4 		$65K Hold
1,177
– – ﹤0.01% 585
2022
Q3 		$62K Buy
1,177
+833
+242% +$50.2K 0.01% 578
2022
Q2 		$20K Hold
344
– – ﹤0.01% 678
2022
Q1 		$21K Sell
344
-1
-0.3% -$59 ﹤0.01% 700
2021
Q4 		$21K Hold
345
– – ﹤0.01% 693
2021
Q3 		$19K Hold
345
– – ﹤0.01% 682
2021
Q2 		$19K Buy
345
+1
+0.3% +$57 ﹤0.01% 653
2021
Q1 		$18K Hold
344
– – ﹤0.01% 666
2020
Q4 		$17K Hold
344
– – ﹤0.01% 637
2020
Q3 		$17K Hold
344
– – ﹤0.01% 622
2020
Q2 		$16K Buy
+344
New +$16.7K ﹤0.01% 605
2020
Q1 		– Sell
-13
Closed – – 849
2019
Q4 		$0 Hold
13
– – ﹤0.01% 835
2019
Q3 		$0 Hold
13
– – ﹤0.01% 831
2019
Q2 		$1K Buy
+13
New +$620 ﹤0.01% 793

Other funds holding LNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Avior Wealth Management's LNT Position: Q1 2025 in Review

Avior Wealth Management sold out of Alliant Energy (LNT) in Q1 2025, closing a stake of 361 shares — an estimated $21.3K sold.

Avior Wealth Management first reported a position in LNT in Q2 2019 and held it in 22 quarters. The position peaked at $65K in Q4 2022. 775 funds tracked by Wall St. Rank hold LNT as of Q1 2025.

  • Avior Wealth Management reported no remaining Alliant Energy position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 361 Alliant Energy shares in Q1 2025, an estimated $21.3K.
  • Avior Wealth Management first reported a position in Alliant Energy in Q2 2019 and held it in 22 quarters.
  • Avior Wealth Management's Alliant Energy position peaked at $65K in Q4 2022.
  • 775 funds tracked by Wall St. Rank held Alliant Energy as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.