Financial Planning & Information Services’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
Q2 | – | Sell |
-12,165
| Closed | -$613K | – | 88 |
|
|
2024
Q1 | $613K | Hold |
12,165
| – | – | 0.09% | 54 |
|
|
2023
Q4 | $624K | Hold |
12,165
| – | – | 0.1% | 54 |
|
|
2023
Q3 | $589K | Hold |
12,165
| – | – | 0.11% | 56 |
|
|
2023
Q2 | $638K | Hold |
12,165
| – | – | 0.12% | 55 |
|
|
2023
Q1 | $650K | Sell |
12,165
-200
| -2% | -$10.6K | 0.13% | 55 |
|
|
2022
Q4 | $683K | Buy |
12,365
+200
| +2% | +$10.7K | 0.14% | 53 |
|
|
2022
Q3 | $645K | Hold |
12,165
| – | – | 0.16% | 48 |
|
|
2022
Q2 | $713K | Hold |
12,165
| – | – | 0.17% | 47 |
|
|
2022
Q1 | $760K | Sell |
12,165
-4,800
| -28% | -$286K | 0.17% | 46 |
|
|
2021
Q4 | $1.04M | Hold |
16,965
| – | – | 0.26% | 44 |
|
|
2021
Q3 | $950K | Hold |
16,965
| – | – | 0.26% | 43 |
|
|
2021
Q2 | $946K | Hold |
16,965
| – | – | 0.28% | 38 |
|
|
2021
Q1 | $919K | Sell |
16,965
-445
| -3% | -$22.1K | 0.28% | 38 |
|
|
2020
Q4 | $897K | Hold |
17,410
| – | – | 0.3% | 37 |
|
|
2020
Q3 | $899K | Buy |
17,410
+4,598
| +36% | +$240K | 0.35% | 34 |
|
|
2020
Q2 | $613K | Hold |
12,812
| – | – | 0.26% | 36 |
|
|
2020
Q1 | $619K | Hold |
12,812
| – | – | 0.32% | 36 |
|
|
2019
Q4 | $701K | Sell |
12,812
-133
| -1% | -$7.07K | 0.28% | 35 |
|
|
2019
Q3 | $698K | Hold |
12,945
| – | – | 0.3% | 35 |
|
|
2019
Q2 | $635K | Buy |
12,945
+584
| +5% | +$27.8K | 0.28% | 35 |
|
|
2019
Q1 | $583K | Buy |
12,361
+621
| +5% | +$27.8K | 0.26% | 35 |
|
|
2018
Q4 | $496K | Hold |
11,740
| – | – | 0.25% | 34 |
|
|
2018
Q3 | $500K | Hold |
11,740
| – | – | 0.19% | 36 |
|
|
2018
Q2 | $497K | Hold |
11,740
| – | – | 0.19% | 33 |
|
|
2018
Q1 | $480K | Hold |
11,740
| – | – | 0.17% | 32 |
|
|
2017
Q4 | $500K | Sell |
11,740
-300
| -2% | -$13.1K | 0.17% | 26 |
|
|
2017
Q3 | $501K | Hold |
12,040
| – | – | 0.18% | 27 |
|
|
2017
Q2 | $484K | Hold |
12,040
| – | – | 0.17% | 26 |
|
|
2017
Q1 | $477K | Hold |
12,040
| – | – | 0.18% | 26 |
|
|
2016
Q4 | $456K | Hold |
12,040
| – | – | 0.18% | 26 |
|
|
2016
Q3 | $461K | Hold |
12,040
| – | – | 0.19% | 26 |
|
|
2016
Q2 | $478K | Hold |
12,040
| – | – | 0.22% | 26 |
|
|
2016
Q1 | $447K | Hold |
12,040
| – | – | 0.23% | 25 |
|
|
2015
Q4 | $376K | Buy |
12,040
+500
| +4% | +$15K | 0.21% | 26 |
|
|
2015
Q3 | $337K | Hold |
11,540
| – | – | 0.21% | 27 |
|
|
2015
Q2 | $333K | Hold |
11,540
| – | – | 0.2% | 26 |
|
|
2015
Q1 | $364K | Hold |
11,540
| – | – | 0.23% | 25 |
|
|
2014
Q4 | $320K | Hold |
11,540
| – | – | 0.22% | 26 |
|
|
2014
Q3 | $320K | Hold |
11,540
| – | – | 0.22% | 26 |
|
|
2014
Q2 | $351K | Hold |
11,540
| – | – | 0.24% | 25 |
|
|
2014
Q1 | $328K | Buy |
11,540
+80
| +0.7% | +$2.11K | 0.23% | 25 |
|
|
2013
Q4 | $296K | Buy |
+11,460
| New | +$296K | 0.21% | 25 |
|
Other funds holding LNT
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Financial Planning & Information Services's LNT Position: Q2 2024 in Review
Financial Planning & Information Services sold out of Alliant Energy (LNT) in Q2 2024, closing a stake of 12,165 shares — an estimated $613K sold.
Financial Planning & Information Services first reported a position in LNT in Q4 2013 and held it in 42 quarters. The position peaked at $1.04M in Q4 2021. 655 funds tracked by Wall St. Rank hold LNT as of Q2 2024.
- Financial Planning & Information Services reported no remaining Alliant Energy position as of Q2 2024 after selling out during the quarter.
- Financial Planning & Information Services sold 12,165 Alliant Energy shares in Q2 2024, an estimated $613K.
- Financial Planning & Information Services first reported a position in Alliant Energy in Q4 2013 and held it in 42 quarters.
- Financial Planning & Information Services's Alliant Energy position peaked at $1.04M in Q4 2021.
- 655 funds tracked by Wall St. Rank held Alliant Energy as of Q2 2024.
Based on Financial Planning & Information Services's 13F filing for Q2 2024, filed 13 Aug 2024.