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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
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 $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

IVC Wealth Advisors's LNT Position: Q3 2024 in Review

IVC Wealth Advisors sold out of Alliant Energy (LNT) in Q3 2024, closing a stake of 4,603 shares — an estimated $234K sold.

IVC Wealth Advisors first reported a position in LNT in Q4 2020 and held it in 15 quarters. The position peaked at $327K in Q1 2022. 679 funds tracked by Wall St. Rank hold LNT as of Q3 2024.

  • IVC Wealth Advisors reported no remaining Alliant Energy position as of Q3 2024 after selling out during the quarter.
  • IVC Wealth Advisors sold 4,603 Alliant Energy shares in Q3 2024, an estimated $234K.
  • IVC Wealth Advisors first reported a position in Alliant Energy in Q4 2020 and held it in 15 quarters.
  • IVC Wealth Advisors's Alliant Energy position peaked at $327K in Q1 2022.
  • 679 funds tracked by Wall St. Rank held Alliant Energy as of Q3 2024.

Based on IVC Wealth Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.