Charter Oak Capital Management’s Alliant Energy LNT Stock Holding History

Charter Oak Capital Management’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
2022 Q3	–	Sell	-561	Closed	-$33K	–	559
2022 Q2	$33K	Buy	561 +4	+0.7%	+$241	﹤0.01%	396
2022 Q1	$35K	Buy	557 +4	+0.7%	+$238	﹤0.01%	413
2021 Q4	$34K	Buy	553 +4	+0.7%	+$229	﹤0.01%	416
2021 Q3	$31K	Buy	549 +4	+0.7%	+$236	﹤0.01%	392
2021 Q2	$30K	Sell	545 -95	-15%	-$5.38K	﹤0.01%	389
2021 Q1	$35K	Buy	640 +5	+0.8%	+$249	﹤0.01%	360
2020 Q4	$33K	Buy	+635	New	+$34.1K	0.01%	354

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

PAMS

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Charter Oak Capital Management's LNT Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Alliant Energy (LNT) in Q3 2022, closing a stake of 561 shares — an estimated $33K sold.

Charter Oak Capital Management first reported a position in LNT in Q4 2020 and held it in 7 quarters. The position peaked at $35K in Q1 2022. 627 funds tracked by Wall St. Rank hold LNT as of Q3 2022.

Charter Oak Capital Management reported no remaining Alliant Energy position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 561 Alliant Energy shares in Q3 2022, an estimated $33K.
Charter Oak Capital Management first reported a position in Alliant Energy in Q4 2020 and held it in 7 quarters.
Charter Oak Capital Management's Alliant Energy position peaked at $35K in Q1 2022.
627 funds tracked by Wall St. Rank held Alliant Energy as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.