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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Janus Henderson Group

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

Victory Capital Management

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Massachusetts Financial Services

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

Geode Capital Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return