Charter Capital Management’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
Q2
$673K Sell
8,816
-284
-3% -$20.7K 0.3% 32
2026
Q1
$653K Hold
9,100
0.33% 26
2025
Q4
$592K Hold
9,100
0.31% 30
2025
Q3
$613K Hold
9,100
0.33% 28
2025
Q2
$550K Buy
+9,100
New +$557K 0.32% 31

Other funds holding LNT

Charter Capital Management's LNT Position: Q2 2026 in Review

Charter Capital Management reduced its Alliant Energy (LNT) stake by 3.1% in Q2 2026, selling an estimated $20.7K and leaving 8,816 shares worth $673K. The position accounts for 0.3% of the portfolio, ranked #32.

Charter Capital Management first reported a position in LNT in Q2 2025 and has held it in 5 quarters since. 881 funds tracked by Wall St. Rank hold LNT as of Q2 2026.

  • Charter Capital Management held 8,816 shares of Alliant Energy worth $673K as of Q2 2026.
  • Charter Capital Management sold 284 Alliant Energy shares in Q2 2026, an estimated $20.7K.
  • Alliant Energy made up 0.3% of Charter Capital Management's portfolio in Q2 2026, its #32 holding.
  • Charter Capital Management first reported a position in Alliant Energy in Q2 2025 and has held it in 5 quarters since.
  • 881 funds tracked by Wall St. Rank held Alliant Energy as of Q2 2026.

Based on Charter Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.