GoalVest Advisory’s Alliant Energy LNT Stock Holding History

GoalVest Advisory’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
2025 Q2	–	Sell	-3	Closed	-$193	–	465
2025 Q1	$193	Buy	+3	New	+$183	﹤0.01%	455

Other funds holding LNT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

GoalVest Advisory's LNT Position: Q2 2025 in Review

GoalVest Advisory sold out of Alliant Energy (LNT) in Q2 2025, closing a stake of 3 shares — an estimated $193 sold.

GoalVest Advisory first reported a position in LNT in Q1 2025 and held it in 1 quarter. The position peaked at $193 in Q1 2025. 774 funds tracked by Wall St. Rank hold LNT as of Q2 2025.

GoalVest Advisory reported no remaining Alliant Energy position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 3 Alliant Energy shares in Q2 2025, an estimated $193.
GoalVest Advisory first reported a position in Alliant Energy in Q1 2025 and held it in 1 quarter.
GoalVest Advisory's Alliant Energy position peaked at $193 in Q1 2025.
774 funds tracked by Wall St. Rank held Alliant Energy as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.