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Heritage Trust’s Alliant Energy LNT Stock Holding History

Heritage Trust’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
Q4 		– Sell
-7,533
Closed -$508K – 303
2025
Q3 		$508K Buy
7,533
+380
+5% +$24.5K 0.05% 209
2025
Q2 		$433K Sell
7,153
-220
-3% -$13.5K 0.05% 225
2025
Q1 		$474K Sell
7,373
-629
-8% -$38.5K 0.06% 210
2024
Q4 		$473K Buy
+8,002
New +$484K 0.06% 205
2024
Q2 		$413K Sell
8,122
-90
-1% -$4.52K 0.05% 205
2024
Q1 		$414K Sell
8,212
-261
-3% -$12.8K 0.06% 204
2023
Q4 		$435K Sell
8,473
-236
-3% -$11.8K 0.06% 203
2023
Q3 		$422K Hold
8,709
– – 0.07% 190
2023
Q2 		$457K Sell
8,709
-146
-2% -$7.82K 0.07% 190
2023
Q1 		$473K Sell
8,855
-3
-0% -$160 0.07% 178
2022
Q4 		$489K Hold
8,858
– – 0.08% 181
2022
Q3 		$469K Sell
8,858
-227
-2% -$13.7K 0.08% 181
2022
Q2 		$532K Sell
9,085
-20
-0.2% -$1.21K 0.09% 178
2022
Q1 		$569K Sell
9,105
-165
-2% -$9.82K 0.08% 179
2021
Q4 		$570K Sell
9,270
-317
-3% -$18.2K 0.07% 178
2021
Q3 		$537K Sell
9,587
-215
-2% -$12.7K 0.08% 175
2021
Q2 		$547K Sell
9,802
-187
-2% -$10.6K 0.08% 172
2021
Q1 		$541K Hold
9,989
– – 0.08% 164
2020
Q4 		$515K Sell
9,989
-1,122
-10% -$60.3K 0.08% 160
2020
Q3 		$574K Buy
11,111
+734
+7% +$38.3K 0.11% 140
2020
Q2 		$496K Buy
+10,377
New +$505K 0.1% 149

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Heritage Trust's LNT Position: Q4 2025 in Review

Heritage Trust sold out of Alliant Energy (LNT) in Q4 2025, closing a stake of 7,533 shares — an estimated $508K sold.

Heritage Trust first reported a position in LNT in Q2 2020 and held it in 21 quarters. The position peaked at $574K in Q3 2020. 834 funds tracked by Wall St. Rank hold LNT as of Q4 2025.

  • Heritage Trust reported no remaining Alliant Energy position as of Q4 2025 after selling out during the quarter.
  • Heritage Trust sold 7,533 Alliant Energy shares in Q4 2025, an estimated $508K.
  • Heritage Trust first reported a position in Alliant Energy in Q2 2020 and held it in 21 quarters.
  • Heritage Trust's Alliant Energy position peaked at $574K in Q3 2020.
  • 834 funds tracked by Wall St. Rank held Alliant Energy as of Q4 2025.

Based on Heritage Trust's 13F filing for Q4 2025, filed 10 Feb 2026.