Financial Architects (New Jersey)’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $227K | Hold |
4,328
| – | – | 0.03% | 298 |
|
|
2023
Q1 | $231K | Sell |
4,328
-616
| -12% | -$32.8K | 0.04% | 293 |
|
|
2022
Q4 | $273K | Sell |
4,944
-159
| -3% | -$8.49K | 0.05% | 277 |
|
|
2022
Q3 | $270K | Hold |
5,103
| – | – | 0.05% | 263 |
|
|
2022
Q2 | $299K | Sell |
5,103
-365
| -7% | -$22K | 0.38% | 40 |
|
|
2022
Q1 | $342K | Sell |
5,468
-678
| -11% | -$40.3K | 0.05% | 248 |
|
|
2021
Q4 | $378K | Buy |
6,146
+43
| +0.7% | +$2.46K | 0.05% | 241 |
|
|
2021
Q3 | $342K | Buy |
6,103
+1,000
| +20% | +$59.1K | 0.05% | 245 |
|
|
2021
Q2 | $285K | Sell |
5,103
-170
| -3% | -$9.63K | 0.04% | 277 |
|
|
2021
Q1 | $286K | Hold |
5,273
| – | – | 0.04% | 261 |
|
|
2020
Q4 | $272K | Hold |
5,273
| – | – | 0.05% | 239 |
|
|
2020
Q3 | $272K | Hold |
5,273
| – | – | 0.06% | 213 |
|
|
2020
Q2 | $252K | Hold |
5,273
| – | – | 0.06% | 207 |
|
|
2020
Q1 | $255K | Sell |
5,273
-120
| -2% | -$6.57K | 0.07% | 191 |
|
|
2019
Q4 | $295K | Hold |
5,393
| – | – | 0.06% | 200 |
|
|
2019
Q3 | $291K | Sell |
5,393
-75
| -1% | -$3.85K | 0.07% | 196 |
|
|
2019
Q2 | $268K | Sell |
5,468
-43
| -0.8% | -$2.05K | 0.05% | 213 |
|
|
2019
Q1 | $260K | Hold |
5,511
| – | – | 0.04% | 254 |
|
|
2018
Q4 | $233K | Hold |
5,511
| – | – | 0.04% | 248 |
|
|
2018
Q3 | $235K | Hold |
5,511
| – | – | 0.04% | 283 |
|
|
2018
Q2 | $233K | Hold |
5,511
| – | – | 0.04% | 257 |
|
|
2018
Q1 | $225K | Hold |
5,511
| – | – | 0.04% | 290 |
|
|
2017
Q4 | $235K | Sell |
5,511
-133
| -2% | -$5.8K | 0.04% | 305 |
|
|
2017
Q3 | $235K | Hold |
5,644
| – | – | 0.04% | 292 |
|
|
2017
Q2 | $227K | Hold |
5,644
| – | – | 0.04% | 287 |
|
|
2017
Q1 | $224K | Sell |
5,644
-160
| -3% | -$6.14K | 0.04% | 265 |
|
|
2016
Q4 | $220K | Sell |
5,804
-156
| -3% | -$5.76K | 0.05% | 236 |
|
|
2016
Q3 | $228K | Sell |
5,960
-126
| -2% | -$4.94K | 0.06% | 236 |
|
|
2016
Q2 | $242K | Hold |
6,086
| – | – | 0.07% | 205 |
|
|
2016
Q1 | $226K | Buy |
+6,086
| New | +$205K | 0.08% | 177 |
|
|
2015
Q3 | – | Sell |
-6,200
| Closed | -$179K | – | 600 |
|
|
2015
Q2 | $179K | Buy |
6,200
+6,068
| +4,597% | +$184K | 0.06% | 204 |
|
|
2015
Q1 | $4K | Hold |
132
| – | – | ﹤0.01% | 910 |
|
|
2014
Q4 | $4K | Sell |
132
-1,640
| -93% | -$50.8K | ﹤0.01% | 869 |
|
|
2014
Q3 | $83K | Buy |
1,772
+1,640
| +1,242% | +$47.3K | 0.04% | 250 |
|
|
2014
Q2 | $4K | Buy |
+132
| New | +$3.82K | ﹤0.01% | 812 |
|
Other funds holding LNT
PAMS
Financial Architects (New Jersey)'s LNT Position: Q2 2023 in Review
Financial Architects (New Jersey) held its Alliant Energy (LNT) position steady in Q2 2023 at 4,328 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #298.
Financial Architects (New Jersey) first reported a position in LNT in Q2 2014 and has held it in 35 quarters since. The position peaked at $378K in Q4 2021. 634 funds tracked by Wall St. Rank hold LNT as of Q2 2023.
- Financial Architects (New Jersey) held 4,328 shares of Alliant Energy worth $227K as of Q2 2023.
- Financial Architects (New Jersey) left its Alliant Energy share count unchanged in Q2 2023.
- Alliant Energy made up 0.03% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #298 holding.
- Financial Architects (New Jersey) first reported a position in Alliant Energy in Q2 2014 and has held it in 35 quarters since.
- Financial Architects (New Jersey)'s Alliant Energy position peaked at $378K in Q4 2021.
- 634 funds tracked by Wall St. Rank held Alliant Energy as of Q2 2023.
Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.