Berman Capital Advisors’s Alliant Energy LNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$187K Buy
3,367
+1,106
+49% +$65.4K 0.03% 280
2021
Q2
$125K Buy
2,261
+180
+9% +$10.2K 0.02% 324
2021
Q1
$111K Buy
2,081
+985
+90% +$49K 0.02% 279
2020
Q4
$56K Sell
1,096
-24
-2% -$1.29K 0.01% 381
2020
Q3
$57K Buy
1,120
+7
+0.6% +$366 0.02% 315
2020
Q2
$53K Buy
1,113
+58
+5% +$2.82K 0.01% 312
2020
Q1
$50K Buy
1,055
+45
+4% +$2.46K 0.02% 294
2019
Q4
$55K Buy
1,010
+3
+0.3% +$159 0.02% 308
2019
Q3
$54K Buy
1,007
+2
+0.2% +$103 0.02% 289
2019
Q2
$49K Buy
1,005
+128
+15% +$6.1K 0.02% 307
2019
Q1
$41K Buy
877
+639
+268% +$28.6K 0.01% 306
2018
Q4
$9K Buy
+238
New +$10.5K ﹤0.01% 529

Other funds holding LNT

Berman Capital Advisors's LNT Position: Q3 2021 in Review

Berman Capital Advisors increased its Alliant Energy (LNT) stake by 49% in Q3 2021, buying an estimated $65.4K and bringing the position to 3,367 shares worth $187K. The position accounts for 0.03% of the portfolio, ranked #280.

Berman Capital Advisors first reported a position in LNT in Q4 2018 and has held it in 12 quarters since. 581 funds tracked by Wall St. Rank hold LNT as of Q3 2021.

  • Berman Capital Advisors held 3,367 shares of Alliant Energy worth $187K as of Q3 2021.
  • Berman Capital Advisors bought 1,106 Alliant Energy shares in Q3 2021, an estimated $65.4K.
  • Alliant Energy made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #280 holding.
  • Berman Capital Advisors first reported a position in Alliant Energy in Q4 2018 and has held it in 12 quarters since.
  • 581 funds tracked by Wall St. Rank held Alliant Energy as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.