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Burke & Herbert Bank & Trust’s Alliant Energy LNT Stock Holding History

Burke & Herbert Bank & Trust’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
Q4 		– Sell
-4,940
Closed -$239K – 128
2023
Q3 		$239K Hold
4,940
– – 0.19% 106
2023
Q2 		$259K Buy
+4,940
New +$265K 0.18% 112

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Burke & Herbert Bank & Trust's LNT Position: Q4 2023 in Review

Burke & Herbert Bank & Trust sold out of Alliant Energy (LNT) in Q4 2023, closing a stake of 4,940 shares — an estimated $239K sold.

Burke & Herbert Bank & Trust first reported a position in LNT in Q2 2023 and held it in 2 quarters. The position peaked at $259K in Q2 2023. 651 funds tracked by Wall St. Rank hold LNT as of Q4 2023.

  • Burke & Herbert Bank & Trust reported no remaining Alliant Energy position as of Q4 2023 after selling out during the quarter.
  • Burke & Herbert Bank & Trust sold 4,940 Alliant Energy shares in Q4 2023, an estimated $239K.
  • Burke & Herbert Bank & Trust first reported a position in Alliant Energy in Q2 2023 and held it in 2 quarters.
  • Burke & Herbert Bank & Trust's Alliant Energy position peaked at $259K in Q2 2023.
  • 651 funds tracked by Wall St. Rank held Alliant Energy as of Q4 2023.

Based on Burke & Herbert Bank & Trust's 13F filing for Q4 2023, filed 10 Jan 2024.