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Heritage Wealth Management (Arizona)’s Alliant Energy LNT Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$88.3K Buy
1,600
+800
+100% +$42.7K 0.01% 430
2022
Q3 		$42K Hold
800
– – 0.01% 421
2022
Q2 		$46.9K Hold
800
– – 0.02% 427
2022
Q1 		$50K Buy
+800
New +$47.6K 0.01% 474
2021
Q3 		$45K Hold
800
– – 0.02% 457
2021
Q2 		$45K Buy
800
+373
+87% +$21.1K 0.02% 467
2021
Q1 		$23K Buy
+427
New +$21.2K 0.01% 479

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 $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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 Wealth Management (Arizona)'s LNT Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Alliant Energy (LNT) stake by 100% in Q4 2022, buying an estimated $42.7K and bringing the position to 1,600 shares worth $88.3K. The position accounts for 0.01% of the portfolio, ranked #430.

Heritage Wealth Management (Arizona) first reported a position in LNT in Q1 2021 and has held it in 7 quarters since. 658 funds tracked by Wall St. Rank hold LNT as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,600 shares of Alliant Energy worth $88.3K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 800 Alliant Energy shares in Q4 2022, an estimated $42.7K.
  • Alliant Energy made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #430 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Alliant Energy in Q1 2021 and has held it in 7 quarters since.
  • 658 funds tracked by Wall St. Rank held Alliant Energy as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.