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Eagle Ridge Investment Management’s Alliant Energy LNT Stock Holding History

Eagle Ridge Investment 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
2024
Q4 		$31.4M Sell
531,118
-5,264
-1% -$318K 2.74% 9
2024
Q3 		$32.6M Buy
536,382
+9,777
+2% +$555K 2.86% 9
2024
Q2 		$26.8M Buy
+526,605
New +$26.5M 2.48% 11

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Eagle Ridge Investment Management's LNT Position: Q4 2024 in Review

Eagle Ridge Investment Management reduced its Alliant Energy (LNT) stake by 0.98% in Q4 2024, selling an estimated $318K and leaving 531,118 shares worth $31.4M. The position accounts for 2.74% of the portfolio, ranked #9.

Eagle Ridge Investment Management first reported a position in LNT in Q2 2024 and has held it in 3 quarters since. The position peaked at $32.6M in Q3 2024. 718 funds tracked by Wall St. Rank hold LNT as of Q4 2024.

  • Eagle Ridge Investment Management held 531,118 shares of Alliant Energy worth $31.4M as of Q4 2024.
  • Eagle Ridge Investment Management sold 5,264 Alliant Energy shares in Q4 2024, an estimated $318K.
  • Alliant Energy made up 2.74% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #9 holding.
  • Eagle Ridge Investment Management first reported a position in Alliant Energy in Q2 2024 and has held it in 3 quarters since.
  • Eagle Ridge Investment Management's Alliant Energy position peaked at $32.6M in Q3 2024.
  • 718 funds tracked by Wall St. Rank held Alliant Energy as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.