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Heritage Financial Services’s Alliant Energy LNT Stock Holding History

Heritage Financial Services’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
2022
Q3 		– Sell
-704
Closed -$41K – 291
2022
Q2 		$41K Buy
+704
New +$42.5K 0.02% 180

Other funds holding LNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Heritage Financial Services's LNT Position: Q3 2022 in Review

Heritage Financial Services sold out of Alliant Energy (LNT) in Q3 2022, closing a stake of 704 shares — an estimated $41K sold.

Heritage Financial Services first reported a position in LNT in Q2 2022 and held it in 1 quarter. The position peaked at $41K in Q2 2022. 627 funds tracked by Wall St. Rank hold LNT as of Q3 2022.

  • Heritage Financial Services reported no remaining Alliant Energy position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 704 Alliant Energy shares in Q3 2022, an estimated $41K.
  • Heritage Financial Services first reported a position in Alliant Energy in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Alliant Energy position peaked at $41K in Q2 2022.
  • 627 funds tracked by Wall St. Rank held Alliant Energy as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.