FFA
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First Foundation Advisors’s Alliant Energy LNT Stock Holding History

First Foundation 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
2023
Q1 		– Sell
-4,314
Closed -$238K – 407
2022
Q4 		$238K Buy
4,314
+100
+2% +$5.34K 0.01% 341
2022
Q3 		$223K Buy
4,214
+462
+12% +$27.9K 0.01% 333
2022
Q2 		$220K Sell
3,752
-1,109
-23% -$66.9K 0.01% 363
2022
Q1 		$304K Sell
4,861
-1,277
-21% -$76K 0.01% 334
2021
Q4 		$377K Sell
6,138
-693
-10% -$39.7K 0.01% 311
2021
Q3 		$382K Sell
6,831
-154
-2% -$9.1K 0.01% 320
2021
Q2 		$389K Sell
6,985
-191
-3% -$10.8K 0.02% 325
2021
Q1 		$389K Sell
7,176
-2,215
-24% -$110K 0.02% 308
2020
Q4 		$484K Sell
9,391
-1,052
-10% -$56.6K 0.02% 264
2020
Q3 		$539K Buy
+10,443
New +$546K 0.03% 230

Other funds holding LNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return