Caldwell Trust’s Alliant Energy LNT Stock Holding History

Caldwell 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
2026 Q2	$119K	Hold	1,555	–	–	0.01%	387
2026 Q1	$112K	Hold	1,555	–	–	0.01%	396
2025 Q4	$101K	Hold	1,555	–	–	0.01%	395
2025 Q3	$105K	Hold	1,555	–	–	0.01%	375
2025 Q2	$94K	Hold	1,555	–	–	0.01%	382
2025 Q1	$100K	Sell	1,555 -50	-3%	-$3.06K	0.01%	379
2024 Q4	$94.9K	Hold	1,605	–	–	0.01%	383
2024 Q3	$97.4K	Sell	1,605 -180	-10%	-$10.2K	0.01%	380
2024 Q2	$90.9K	Sell	1,785 -539	-23%	-$27.1K	0.01%	389
2024 Q1	$117K	Buy	2,324 +239	+11%	+$11.7K	0.01%	367
2023 Q4	$107K	Hold	2,085	–	–	0.01%	361
2023 Q3	$101K	Sell	2,085 -130	-6%	-$6.74K	0.01%	356
2023 Q2	$116K	Hold	2,215	–	–	0.02%	345
2023 Q1	$118K	Buy	2,215 +1,515	+216%	+$80.6K	0.02%	337
2022 Q4	$38.6K	Hold	700	–	–	0.01%	463
2022 Q3	$37.1K	Hold	700	–	–	0.01%	472
2022 Q2	$41K	Buy	700 +200	+40%	+$12.1K	0.01%	468
2022 Q1	$31.2K	Hold	500	–	–	﹤0.01%	521
2021 Q4	$30.7K	Hold	500	–	–	﹤0.01%	518
2021 Q3	$28K	Hold	500	–	–	﹤0.01%	521
2021 Q2	$27.9K	Hold	500	–	–	﹤0.01%	526
2021 Q1	$27.1K	Hold	500	–	–	﹤0.01%	517
2020 Q4	$25.8K	Sell	500 -100	-17%	-$5.38K	﹤0.01%	508
2020 Q3	$31K	Hold	600	–	–	0.01%	472
2020 Q2	$28.7K	Hold	600	–	–	﹤0.01%	494
2020 Q1	$29K	Sell	600 -100	-14%	-$5.48K	0.01%	493
2019 Q4	$38.3K	Buy	+700	New	+$37.2K	0.01%	495

Other funds holding LNT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Caldwell Trust's LNT Position: Q2 2026 in Review

Caldwell Trust held its Alliant Energy (LNT) position steady in Q2 2026 at 1,555 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #387.

Caldwell Trust first reported a position in LNT in Q4 2019 and has held it in 27 quarters since. 881 funds tracked by Wall St. Rank hold LNT as of Q2 2026.

Caldwell Trust held 1,555 shares of Alliant Energy worth $119K as of Q2 2026.
Caldwell Trust left its Alliant Energy share count unchanged in Q2 2026.
Alliant Energy made up 0.01% of Caldwell Trust's portfolio in Q2 2026, its #387 holding.
Caldwell Trust first reported a position in Alliant Energy in Q4 2019 and has held it in 27 quarters since.
881 funds tracked by Wall St. Rank held Alliant Energy as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.