IVC Wealth Advisors’s Alliant Energy LNT Stock Holding History

IVC Wealth Advisors’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
2024 Q3	–	Sell	-4,603	Closed	-$234K	–	169
2024 Q2	$234K	Sell	4,603 -230	-5%	-$11.6K	0.13%	146
2024 Q1	$244K	Sell	4,833 -273	-5%	-$13.4K	0.14%	143
2023 Q4	$262K	Sell	5,106 -18	-0.4%	-$898	0.16%	122
2023 Q3	$248K	Buy	5,124 +22	+0.4%	+$1.14K	0.17%	122
2023 Q2	$268K	Buy	5,102 +214	+4%	+$11.5K	0.17%	119
2023 Q1	$261K	Sell	4,888 -400	-8%	-$21.3K	0.18%	115
2022 Q4	$292K	Buy	5,288 +100	+2%	+$5.34K	0.22%	109
2022 Q3	$275K	Hold	5,188	–	–	0.22%	109
2022 Q2	$304K	Sell	5,188 -44	-0.8%	-$2.66K	0.24%	106
2022 Q1	$327K	Sell	5,232 -7	-0.1%	-$416	0.21%	106
2021 Q4	$322K	Buy	5,239 +350	+7%	+$20.1K	0.21%	106
2021 Q3	$274K	Hold	4,889	–	–	0.19%	112
2021 Q2	$273K	Buy	4,889 +625	+15%	+$35.4K	0.19%	115
2021 Q1	$231K	Buy	4,264 +200	+5%	+$9.95K	0.18%	112
2020 Q4	$209K	Buy	+4,064	New	+$218K	0.2%	107

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

Victory Capital Management

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

Janus Henderson Group

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

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

Geode Capital Management

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

Massachusetts Financial Services

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return