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High Net Worth Advisory Group’s Alliant Energy LNT Stock Holding History

High Net Worth Advisory 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
2023
Q1 		– Sell
-600
Closed -$33.1K – 409
2022
Q4 		$33.1K Hold
600
– – 0.01% 382
2022
Q3 		$32K Hold
600
– – 0.01% 400
2022
Q2 		$35K Hold
600
– – 0.01% 373
2022
Q1 		$37K Hold
600
– – 0.01% 379
2021
Q4 		$37K Buy
+600
New +$34.4K 0.01% 380

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
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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

High Net Worth Advisory Group's LNT Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Alliant Energy (LNT) in Q1 2023, closing a stake of 600 shares — an estimated $33.1K sold.

High Net Worth Advisory Group first reported a position in LNT in Q4 2021 and held it in 5 quarters. The position peaked at $37K in Q1 2022. 635 funds tracked by Wall St. Rank hold LNT as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Alliant Energy position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 600 Alliant Energy shares in Q1 2023, an estimated $33.1K.
  • High Net Worth Advisory Group first reported a position in Alliant Energy in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Alliant Energy position peaked at $37K in Q1 2022.
  • 635 funds tracked by Wall St. Rank held Alliant Energy as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.