CBIZ Investment Advisory Services’s Alliant Energy LNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
– Sell
-149
Closed -$9.69K – 608
2025
Q4
$9.69K Buy
149
+90
+153% +$6.03K ﹤0.01% 388
2025
Q3
$3.98K Hold
59
– – ﹤0.01% 490
2025
Q2
$3.57K Buy
+59
New +$3.61K ﹤0.01% 482

Other funds holding LNT

CBIZ Investment Advisory Services's LNT Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Alliant Energy (LNT) in Q1 2026, closing a stake of 149 shares — an estimated $9.69K sold.

CBIZ Investment Advisory Services first reported a position in LNT in Q2 2025 and held it in 3 quarters. The position peaked at $9.69K in Q4 2025. 858 funds tracked by Wall St. Rank hold LNT as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Alliant Energy position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 149 Alliant Energy shares in Q1 2026, an estimated $9.69K.
  • CBIZ Investment Advisory Services first reported a position in Alliant Energy in Q2 2025 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's Alliant Energy position peaked at $9.69K in Q4 2025.
  • 858 funds tracked by Wall St. Rank held Alliant Energy as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.