BWM
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return