Carroll Financial Associates’s Alliant Energy LNT Stock Holding History

Carroll Financial Associates’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
2021 Q4	$2K	Sell	43 -1,032	-96%	-$59.1K	﹤0.01%	1485
2021 Q3	$60K	Sell	1,075 -76	-7%	-$4.49K	﹤0.01%	692
2021 Q2	$64K	Sell	1,151 -233	-17%	-$13.2K	﹤0.01%	725
2021 Q1	$75K	Buy	1,384 +163	+13%	+$8.11K	﹤0.01%	653
2020 Q4	$62K	Buy	1,221 +338	+38%	+$18.2K	﹤0.01%	642
2020 Q3	$45K	Sell	883 -882	-50%	-$46.1K	﹤0.01%	680
2020 Q2	$84K	Buy	1,765 +1,148	+186%	+$55.9K	0.01%	514
2020 Q1	$29K	Sell	617 -1,016	-62%	-$55.6K	﹤0.01%	707
2019 Q4	$89K	Sell	1,633 -1,132	-41%	-$60.1K	0.01%	527
2019 Q3	$149K	Sell	2,765 -422	-13%	-$21.7K	0.01%	423
2019 Q2	$156K	Buy	3,187 +897	+39%	+$42.8K	0.01%	399
2019 Q1	$107K	Buy	+2,290	New	+$103K	0.01%	435

Other funds holding LNT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carroll Financial Associates's LNT Position: Q4 2021 in Review

Carroll Financial Associates reduced its Alliant Energy (LNT) stake by 96% in Q4 2021, selling an estimated $59.1K and leaving 43 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

Carroll Financial Associates first reported a position in LNT in Q1 2019 and has held it in 12 quarters since. The position peaked at $156K in Q2 2019. 612 funds tracked by Wall St. Rank hold LNT as of Q4 2021.

Carroll Financial Associates held 43 shares of Alliant Energy worth $2K as of Q4 2021.
Carroll Financial Associates sold 1,032 Alliant Energy shares in Q4 2021, an estimated $59.1K.
Alliant Energy made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1485 holding.
Carroll Financial Associates first reported a position in Alliant Energy in Q1 2019 and has held it in 12 quarters since.
Carroll Financial Associates's Alliant Energy position peaked at $156K in Q2 2019.
612 funds tracked by Wall St. Rank held Alliant Energy as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.