Great Valley Advisor Group’s Alliant Energy LNT Stock Holding History

Great Valley Advisor Group’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
2026 Q2	$221K	Buy	2,905 +34	+1%	+$2.48K	﹤0.01%	953
2026 Q1	$206K	Sell	2,871 -291	-9%	-$20.1K	﹤0.01%	946
2025 Q4	$206K	Buy	3,162 +17	+0.5%	+$1.14K	﹤0.01%	896
2025 Q3	$212K	Buy	+3,145	New	+$203K	﹤0.01%	875
2025 Q2	–	Sell	-5,655	Closed	-$364K	–	924
2025 Q1	$364K	Buy	5,655 +152	+3%	+$9.3K	0.01%	669
2024 Q4	$325K	Sell	5,503 -279	-5%	-$16.9K	0.01%	676
2024 Q3	$351K	Buy	5,782 +430	+8%	+$24.4K	0.01%	645
2024 Q2	$272K	Buy	5,352 +136	+3%	+$6.83K	0.01%	670
2024 Q1	$263K	Buy	5,216 +1,233	+31%	+$60.5K	0.01%	635
2023 Q4	$204K	Buy	+3,983	New	+$199K	0.01%	670
2022 Q3	–	Sell	-3,488	Closed	-$204K	–	697
2022 Q2	$204K	Buy	3,488 +163	+5%	+$9.84K	0.01%	635
2022 Q1	$207K	Sell	3,325 -232	-7%	-$13.8K	0.01%	564
2021 Q4	$215K	Buy	+3,557	New	+$204K	0.01%	562

Other funds holding LNT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Great Valley Advisor Group's LNT Position: Q2 2026 in Review

Great Valley Advisor Group increased its Alliant Energy (LNT) stake by 1.2% in Q2 2026, buying an estimated $2.48K and bringing the position to 2,905 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #953.

Great Valley Advisor Group first reported a position in LNT in Q4 2021 and has held it in 13 quarters since. The position peaked at $364K in Q1 2025. 879 funds tracked by Wall St. Rank hold LNT as of Q2 2026.

Great Valley Advisor Group held 2,905 shares of Alliant Energy worth $221K as of Q2 2026.
Great Valley Advisor Group bought 34 Alliant Energy shares in Q2 2026, an estimated $2.48K.
Alliant Energy made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #953 holding.
Great Valley Advisor Group first reported a position in Alliant Energy in Q4 2021 and has held it in 13 quarters since.
Great Valley Advisor Group's Alliant Energy position peaked at $364K in Q1 2025.
879 funds tracked by Wall St. Rank held Alliant Energy as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.