Caldwell Trust
LNT icon

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
Q3 		$98.4K Hold
1,555
– – 0.01% 413
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

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Caldwell Trust's LNT Position: Q3 2026 in Review

Caldwell Trust held its Alliant Energy (LNT) position steady in Q3 2026 at 1,555 shares worth $98.4K. The position accounts for 0.01% of the portfolio, ranked #413.

Caldwell Trust first reported a position in LNT in Q4 2019 and has held it in 28 quarters since. The position peaked at $119K in Q2 2026. 333 funds tracked by Wall St. Rank hold LNT as of Q3 2026.

  • Caldwell Trust held 1,555 shares of Alliant Energy worth $98.4K as of Q3 2026.
  • Caldwell Trust left its Alliant Energy share count unchanged in Q3 2026.
  • Alliant Energy made up 0.01% of Caldwell Trust's portfolio in Q3 2026, its #413 holding.
  • Caldwell Trust first reported a position in Alliant Energy in Q4 2019 and has held it in 28 quarters since.
  • Caldwell Trust's Alliant Energy position peaked at $119K in Q2 2026.
  • 333 funds tracked by Wall St. Rank held Alliant Energy as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.