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Evoke Wealth’s Alliant Energy LNT Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-45
Closed -$2K – 801
2022
Q3 		$2K Hold
45
– – ﹤0.01% 1045
2022
Q2 		$3K Sell
45
-7
-13% -$423 ﹤0.01% 989
2022
Q1 		$3K Buy
52
+35
+206% +$2.08K ﹤0.01% 1003
2021
Q4 		$1K Buy
17
+7
+70% +$401 ﹤0.01% 1133
2021
Q3 		$0 Hold
10
– – ﹤0.01% 1190
2021
Q2 		$1K Sell
10
-111
-92% -$6.29K ﹤0.01% 1126
2021
Q1 		$7K Buy
121
+108
+831% +$5.37K ﹤0.01% 768
2020
Q4 		$1K Hold
13
– – ﹤0.01% 975
2020
Q3 		$1K Hold
13
– – ﹤0.01% 947
2020
Q2 		$1K Sell
13
-3
-19% -$146 ﹤0.01% 992
2020
Q1 		$783 Sell
16
-12
-43% -$657 ﹤0.01% 965
2019
Q4 		$1.54K Hold
28
– – ﹤0.01% 1114
2019
Q3 		$1.52K Buy
+28
New +$1.44K ﹤0.01% 1258

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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Evoke Wealth's LNT Position: Q4 2022 in Review

Evoke Wealth sold out of Alliant Energy (LNT) in Q4 2022, closing a stake of 45 shares — an estimated $2K sold.

Evoke Wealth first reported a position in LNT in Q3 2019 and held it in 13 quarters. The position peaked at $7K in Q1 2021. 658 funds tracked by Wall St. Rank hold LNT as of Q4 2022.

  • Evoke Wealth reported no remaining Alliant Energy position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 45 Alliant Energy shares in Q4 2022, an estimated $2K.
  • Evoke Wealth first reported a position in Alliant Energy in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Alliant Energy position peaked at $7K in Q1 2021.
  • 658 funds tracked by Wall St. Rank held Alliant Energy as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.