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EP Wealth Advisors’s Alliant Energy LNT Stock Holding History

EP Wealth 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 		$436K Buy
5,722
+1,043
+22% +$76K ﹤0.01% 1091
2026
Q1 		$336K Buy
+4,679
New +$323K ﹤0.01% 1092
2025
Q2 		$336K Buy
5,554
+2,340
+73% +$143K ﹤0.01% 950
2025
Q1 		$207K Buy
+3,214
New +$197K ﹤0.01% 1115
2024
Q1 		– Sell
-4,529
Closed -$232K – 856
2023
Q4 		$232K Buy
+4,529
New +$226K ﹤0.01% 679

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

EP Wealth Advisors's LNT Position: Q2 2026 in Review

EP Wealth Advisors increased its Alliant Energy (LNT) stake by 22% in Q2 2026, buying an estimated $76K and bringing the position to 5,722 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

EP Wealth Advisors first reported a position in LNT in Q4 2023 and has held it in 5 quarters since. 877 funds tracked by Wall St. Rank hold LNT as of Q2 2026.

  • EP Wealth Advisors held 5,722 shares of Alliant Energy worth $436K as of Q2 2026.
  • EP Wealth Advisors bought 1,043 Alliant Energy shares in Q2 2026, an estimated $76K.
  • Alliant Energy made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1091 holding.
  • EP Wealth Advisors first reported a position in Alliant Energy in Q4 2023 and has held it in 5 quarters since.
  • 877 funds tracked by Wall St. Rank held Alliant Energy as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.