BKM Wealth Management
LNT icon

BKM Wealth Management’s Alliant Energy LNT Stock Holding History

BKM 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
2026
Q3 		$243K Sell
3,838
-253
-6% -$17.7K 0.08% 144
2026
Q2 		$312K Hold
4,091
– – 0.11% 124
2026
Q1 		$294K Buy
4,091
+253
+7% +$17.5K 0.11% 125
2025
Q4 		$250K Hold
3,838
– – 0.09% 137
2025
Q3 		$259K Hold
3,838
– – 0.1% 138
2025
Q2 		$232K Hold
3,838
– – 0.09% 146
2025
Q1 		$247K Buy
3,838
+130
+4% +$7.95K 0.1% 138
2024
Q4 		$219K Buy
+3,708
New +$224K 0.09% 157
2024
Q2 		– Sell
-3,002
Closed -$151K – 176
2024
Q1 		$151K Buy
3,002
+594
+25% +$29.1K 0.07% 171
2023
Q4 		$124K Buy
+2,408
New +$120K 0.05% 185

Other funds holding LNT

Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Thompson Investment Management
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

BKM Wealth Management's LNT Position: Q3 2026 in Review

BKM Wealth Management reduced its Alliant Energy (LNT) stake by 6.2% in Q3 2026, selling an estimated $17.7K and leaving 3,838 shares worth $243K. The position accounts for 0.08% of the portfolio, ranked #144.

BKM Wealth Management first reported a position in LNT in Q4 2023 and has held it in 10 quarters since. The position peaked at $312K in Q2 2026. 265 funds tracked by Wall St. Rank hold LNT as of Q3 2026.

  • BKM Wealth Management held 3,838 shares of Alliant Energy worth $243K as of Q3 2026.
  • BKM Wealth Management sold 253 Alliant Energy shares in Q3 2026, an estimated $17.7K.
  • Alliant Energy made up 0.08% of BKM Wealth Management's portfolio in Q3 2026, its #144 holding.
  • BKM Wealth Management first reported a position in Alliant Energy in Q4 2023 and has held it in 10 quarters since.
  • BKM Wealth Management's Alliant Energy position peaked at $312K in Q2 2026.
  • 265 funds tracked by Wall St. Rank held Alliant Energy as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.