ICA Group Wealth Management’s Alliant Energy LNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$41.6K Sell
818
-369
-31% -$18.5K 0.03% 264
2024
Q1
$59.8K Buy
1,187
+59
+5% +$2.89K 0.01% 510
2023
Q4
$57.9K Buy
+1,128
New +$56.3K 0.01% 480
2023
Q3
Sell
-1,070
Closed -$56.1K 769
2023
Q2
$56.1K Buy
1,070
+2
+0.2% +$107 0.01% 469
2023
Q1
$57K Buy
1,068
+2
+0.2% +$106 0.01% 460
2022
Q4
$58.8K Sell
1,066
-10,766
-91% -$575K 0.01% 483
2022
Q3
$627K Hold
11,832
0.13% 163
2022
Q2
$758K Buy
11,832
+4,858
+70% +$293K 0.14% 148
2022
Q1
$436K Buy
+6,974
New +$415K 0.08% 206

Other funds holding LNT

ICA Group Wealth Management's LNT Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Alliant Energy (LNT) stake by 31% in Q2 2024, selling an estimated $18.5K and leaving 818 shares worth $41.6K. The position accounts for 0.03% of the portfolio, ranked #264.

ICA Group Wealth Management first reported a position in LNT in Q1 2022 and has held it in 9 quarters since. The position peaked at $758K in Q2 2022. 657 funds tracked by Wall St. Rank hold LNT as of Q2 2024.

  • ICA Group Wealth Management held 818 shares of Alliant Energy worth $41.6K as of Q2 2024.
  • ICA Group Wealth Management sold 369 Alliant Energy shares in Q2 2024, an estimated $18.5K.
  • Alliant Energy made up 0.03% of ICA Group Wealth Management's portfolio in Q2 2024, its #264 holding.
  • ICA Group Wealth Management first reported a position in Alliant Energy in Q1 2022 and has held it in 9 quarters since.
  • ICA Group Wealth Management's Alliant Energy position peaked at $758K in Q2 2022.
  • 657 funds tracked by Wall St. Rank held Alliant Energy as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.