EWM
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Empirical Wealth Management’s Alliant Energy LNT Stock Holding History

Empirical Wealth 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
2021
Q4 		– Sell
-6,145
Closed -$344K – 528
2021
Q3 		$344K Sell
6,145
-5,110
-45% -$302K 0.02% 360
2021
Q2 		$628K Buy
11,255
+2,803
+33% +$159K 0.04% 256
2021
Q1 		$458K Buy
8,452
+360
+4% +$17.9K 0.04% 262
2020
Q4 		$417K Buy
+8,092
New +$435K 0.03% 270

Other funds holding LNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Empirical Wealth Management's LNT Position: Q4 2021 in Review

Empirical Wealth Management sold out of Alliant Energy (LNT) in Q4 2021, closing a stake of 6,145 shares — an estimated $344K sold.

Empirical Wealth Management first reported a position in LNT in Q4 2020 and held it in 4 quarters. The position peaked at $628K in Q2 2021. 612 funds tracked by Wall St. Rank hold LNT as of Q4 2021.

  • Empirical Wealth Management reported no remaining Alliant Energy position as of Q4 2021 after selling out during the quarter.
  • Empirical Wealth Management sold 6,145 Alliant Energy shares in Q4 2021, an estimated $344K.
  • Empirical Wealth Management first reported a position in Alliant Energy in Q4 2020 and held it in 4 quarters.
  • Empirical Wealth Management's Alliant Energy position peaked at $628K in Q2 2021.
  • 612 funds tracked by Wall St. Rank held Alliant Energy as of Q4 2021.

Based on Empirical Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.