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Concurrent Investment Advisors’s Alliant Energy LNT Stock Holding History

Concurrent Investment Advisors’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
Q2 		$569K Buy
7,452
+3,887
+109% +$283K ﹤0.01% 1329
2026
Q1 		$256K Buy
+3,565
New +$246K ﹤0.01% 1601
2024
Q4 		– Sell
-23,031
Closed -$1.4M – 1181
2024
Q3 		$1.4M Buy
23,031
+4,568
+25% +$259K 0.04% 392
2024
Q2 		$940K Sell
18,463
-5,652
-23% -$284K 0.03% 445
2024
Q1 		$1.22M Buy
24,115
+1,886
+8% +$92.5K 0.05% 342
2023
Q4 		$1.14M Buy
+22,229
New +$1.11M 0.05% 311

Other funds holding LNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Concurrent Investment Advisors's LNT Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Alliant Energy (LNT) stake by 109% in Q2 2026, buying an estimated $283K and bringing the position to 7,452 shares worth $569K. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

Concurrent Investment Advisors first reported a position in LNT in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.4M in Q3 2024. 877 funds tracked by Wall St. Rank hold LNT as of Q2 2026.

  • Concurrent Investment Advisors held 7,452 shares of Alliant Energy worth $569K as of Q2 2026.
  • Concurrent Investment Advisors bought 3,887 Alliant Energy shares in Q2 2026, an estimated $283K.
  • Alliant Energy made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1329 holding.
  • Concurrent Investment Advisors first reported a position in Alliant Energy in Q4 2023 and has held it in 6 quarters since.
  • Concurrent Investment Advisors's Alliant Energy position peaked at $1.4M in Q3 2024.
  • 877 funds tracked by Wall St. Rank held Alliant Energy as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.