Compass Financial Management
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Compass Financial Management’s Alliant Energy LNT Stock Holding History

Compass Financial 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
2026
Q3 		$8.1K Sell
128
-27
-17% -$1.89K ﹤0.01% 1179
2026
Q2 		$11.1K Buy
+155
New +$11.3K ﹤0.01% 1030

Other funds holding LNT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Compass Financial Management's LNT Position: Q3 2026 in Review

Compass Financial Management reduced its Alliant Energy (LNT) stake by 17% in Q3 2026, selling an estimated $1.89K and leaving 128 shares worth $8.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

Compass Financial Management first reported a position in LNT in Q2 2026 and has held it in 2 quarters since. The position peaked at $11.1K in Q2 2026. 716 funds tracked by Wall St. Rank hold LNT as of Q3 2026.

  • Compass Financial Management held 128 shares of Alliant Energy worth $8.1K as of Q3 2026.
  • Compass Financial Management sold 27 Alliant Energy shares in Q3 2026, an estimated $1.89K.
  • Alliant Energy made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1179 holding.
  • Compass Financial Management first reported a position in Alliant Energy in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Alliant Energy position peaked at $11.1K in Q2 2026.
  • 716 funds tracked by Wall St. Rank held Alliant Energy as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.