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Buckingham Strategic Wealth’s Alliant Energy LNT Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$436K Sell
8,561
-305
-3% -$15.3K ﹤0.01% 498
2024
Q1 		$447K Sell
8,866
-117
-1% -$5.74K ﹤0.01% 491
2023
Q4 		$461K Buy
8,983
+197
+2% +$9.83K 0.01% 458
2023
Q3 		$426K Sell
8,786
-138
-2% -$7.15K 0.01% 453
2023
Q2 		$468K Buy
8,924
+63
+0.7% +$3.38K 0.01% 440
2023
Q1 		$489K Hold
8,861
– – 0.01% 380
2022
Q4 		$489K Sell
8,861
-1,077
-11% -$57.5K 0.01% 382
2022
Q3 		$527K Buy
9,938
+19
+0.2% +$1.15K 0.01% 356
2022
Q2 		$581K Sell
9,919
-235
-2% -$14.2K 0.01% 342
2022
Q1 		$634K Buy
10,154
+37
+0.4% +$2.2K 0.01% 326
2021
Q4 		$622K Buy
10,117
+108
+1% +$6.19K 0.01% 329
2021
Q3 		$560K Sell
10,009
-1,255
-11% -$74.2K 0.01% 337
2021
Q2 		$628K Buy
11,264
+283
+3% +$16K 0.02% 313
2021
Q1 		$595K Buy
10,981
+3,379
+44% +$168K 0.03% 298
2020
Q4 		$392K Buy
7,602
+75
+1% +$4.03K 0.02% 364
2020
Q3 		$389K Buy
7,527
+50
+0.7% +$2.61K 0.03% 311
2020
Q2 		$358K Buy
7,477
+483
+7% +$23.5K 0.03% 280
2020
Q1 		$338K Buy
6,994
+39
+0.6% +$2.14K 0.03% 318
2019
Q4 		$381K Buy
6,955
+46
+0.7% +$2.44K 0.04% 298
2019
Q3 		$373K Sell
6,909
-5,155
-43% -$265K 0.04% 284
2019
Q2 		$592K Buy
12,064
+7,156
+146% +$341K 0.06% 218
2019
Q1 		$231K Buy
+4,908
New +$220K 0.03% 359

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Buckingham Strategic Wealth's LNT Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Alliant Energy (LNT) stake by 3.4% in Q2 2024, selling an estimated $15.3K and leaving 8,561 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Buckingham Strategic Wealth first reported a position in LNT in Q1 2019 and has held it in 22 quarters since. The position peaked at $634K in Q1 2022. 657 funds tracked by Wall St. Rank hold LNT as of Q2 2024.

  • Buckingham Strategic Wealth held 8,561 shares of Alliant Energy worth $436K as of Q2 2024.
  • Buckingham Strategic Wealth sold 305 Alliant Energy shares in Q2 2024, an estimated $15.3K.
  • Alliant Energy made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #498 holding.
  • Buckingham Strategic Wealth first reported a position in Alliant Energy in Q1 2019 and has held it in 22 quarters since.
  • Buckingham Strategic Wealth's Alliant Energy position peaked at $634K in Q1 2022.
  • 657 funds tracked by Wall St. Rank held Alliant Energy as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.