BerganKDV Wealth Management’s Alliant Energy LNT Stock Holding History

BerganKDV 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
2023 Q2	$136K	Sell	2,600 -539	-17%	-$28.9K	0.01%	264
2023 Q1	$168K	Buy	3,139 +513	+20%	+$27.3K	0.02%	247
2022 Q4	$145K	Sell	2,626 -36	-1%	-$1.92K	0.02%	263
2022 Q3	$141K	Buy	2,662 +1	+0%	+$60	0.02%	257
2022 Q2	$156K	Hold	2,661	–	–	0.02%	259
2022 Q1	$166K	Sell	2,661 -311	-10%	-$18.5K	0.02%	257
2021 Q4	$183K	Hold	2,972	–	–	0.02%	271
2021 Q3	$166K	Hold	2,972	–	–	0.02%	264
2021 Q2	$166K	Sell	2,972 -620	-17%	-$35.1K	0.02%	261
2021 Q1	$195K	Hold	3,592	–	–	0.03%	240
2020 Q4	$185K	Hold	3,592	–	–	0.03%	226
2020 Q3	$186K	Hold	3,592	–	–	0.03%	217
2020 Q2	$172K	Sell	3,592 -21	-0.6%	-$1.02K	0.03%	231
2020 Q1	$174K	Hold	3,613	–	–	0.04%	215
2019 Q4	$198K	Buy	3,613 +74	+2%	+$3.93K	0.04%	225
2019 Q3	$191K	Hold	3,539	–	–	0.04%	210
2019 Q2	$174K	Hold	3,539	–	–	0.03%	220
2019 Q1	$167K	Hold	3,539	–	–	0.03%	219
2018 Q4	$150K	Hold	3,539	–	–	0.04%	203
2018 Q3	$151K	Hold	3,539	–	–	0.03%	220
2018 Q2	$150K	Buy	+3,539	New	+$146K	0.03%	218

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

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

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 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

BerganKDV Wealth Management's LNT Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Alliant Energy (LNT) stake by 17% in Q2 2023, selling an estimated $28.9K and leaving 2,600 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #264.

BerganKDV Wealth Management first reported a position in LNT in Q2 2018 and has held it in 21 quarters since. The position peaked at $198K in Q4 2019. 633 funds tracked by Wall St. Rank hold LNT as of Q2 2023.

BerganKDV Wealth Management held 2,600 shares of Alliant Energy worth $136K as of Q2 2023.
BerganKDV Wealth Management sold 539 Alliant Energy shares in Q2 2023, an estimated $28.9K.
Alliant Energy made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #264 holding.
BerganKDV Wealth Management first reported a position in Alliant Energy in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's Alliant Energy position peaked at $198K in Q4 2019.
633 funds tracked by Wall St. Rank held Alliant Energy as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.