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Demars Financial Group’s Alliant Energy LNT Stock Holding History

Demars Financial Group’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
2023
Q2 		– Sell
-4,339
Closed -$232K – 74
2023
Q1 		$232K Sell
4,339
-31
-0.7% -$1.65K 0.13% 67
2022
Q4 		$241K Sell
4,370
-650
-13% -$34.7K 0.13% 66
2022
Q3 		$266K Sell
5,020
-23
-0.5% -$1.39K 0.16% 63
2022
Q2 		$296K Sell
5,043
-153
-3% -$9.24K 0.17% 67
2022
Q1 		$325K Buy
5,196
+6
+0.1% +$357 0.16% 66
2021
Q4 		$319K Sell
5,190
-271
-5% -$15.5K 0.17% 71
2021
Q3 		$306K Sell
5,461
-1,726
-24% -$102K 0.18% 72
2021
Q2 		$401K Sell
7,187
-296
-4% -$16.8K 0.24% 66
2021
Q1 		$405K Sell
7,483
-16,409
-69% -$816K 0.27% 61
2020
Q4 		$1.23M Sell
23,892
-30,380
-56% -$1.63M 0.87% 31
2020
Q3 		$2.8M Buy
54,272
+947
+2% +$49.5K 2.14% 13
2020
Q2 		$2.55M Buy
53,325
+3,993
+8% +$194K 2.12% 14
2020
Q1 		$2.38M Buy
49,332
+219
+0.4% +$12K 2.49% 14
2019
Q4 		$2.69M Buy
+49,113
New +$2.61M 2.43% 14

Other funds holding LNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Demars Financial Group's LNT Position: Q2 2023 in Review

Demars Financial Group sold out of Alliant Energy (LNT) in Q2 2023, closing a stake of 4,339 shares — an estimated $232K sold.

Demars Financial Group first reported a position in LNT in Q4 2019 and held it in 14 quarters. The position peaked at $2.8M in Q3 2020. 633 funds tracked by Wall St. Rank hold LNT as of Q2 2023.

  • Demars Financial Group reported no remaining Alliant Energy position as of Q2 2023 after selling out during the quarter.
  • Demars Financial Group sold 4,339 Alliant Energy shares in Q2 2023, an estimated $232K.
  • Demars Financial Group first reported a position in Alliant Energy in Q4 2019 and held it in 14 quarters.
  • Demars Financial Group's Alliant Energy position peaked at $2.8M in Q3 2020.
  • 633 funds tracked by Wall St. Rank held Alliant Energy as of Q2 2023.

Based on Demars Financial Group's 13F filing for Q2 2023, filed 20 Jul 2023.