Edmonds Duncan Registered Investment Advisors’s Alliant Energy LNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$208K Buy
+3,422
New +$194K 0.05% 101
2022
Q3
Sell
-3,422
Closed -$201K 132
2022
Q2
$201K Hold
3,422
0.07% 119
2022
Q1
$214K Hold
3,422
0.06% 127
2021
Q4
$203K Buy
+3,422
New +$196K 0.05% 134

Other funds holding LNT

Edmonds Duncan Registered Investment Advisors's LNT Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors opened a new position in Alliant Energy (LNT) in Q3 2024: 3,422 shares worth $208K. The stake represents 0.05% of the portfolio and ranks #101 among its holdings. This is a return to the name: Edmonds Duncan Registered Investment Advisors previously reported a position in LNT as recently as Q2 2022.

Edmonds Duncan Registered Investment Advisors first reported a position in LNT in Q4 2021 and has held it in 4 quarters since. The position peaked at $214K in Q1 2022. 679 funds tracked by Wall St. Rank hold LNT as of Q3 2024.

  • Edmonds Duncan Registered Investment Advisors held 3,422 shares of Alliant Energy worth $208K as of Q3 2024.
  • Alliant Energy was a new Edmonds Duncan Registered Investment Advisors position in Q3 2024.
  • Alliant Energy made up 0.05% of Edmonds Duncan Registered Investment Advisors's portfolio in Q3 2024, its #101 holding.
  • Edmonds Duncan Registered Investment Advisors first reported a position in Alliant Energy in Q4 2021 and has held it in 4 quarters since.
  • Edmonds Duncan Registered Investment Advisors's Alliant Energy position peaked at $214K in Q1 2022.
  • 679 funds tracked by Wall St. Rank held Alliant Energy as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.