Jacobson & Schmitt Advisors’s Alliant Energy LNT Stock Holding History

Jacobson & Schmitt 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
2025 Q4	–	Sell	-8,873	Closed	-$598K	–	76
2025 Q3	$598K	Buy	+8,873	New	+$573K	0.1%	53
2018 Q3	–	Sell	-7,496	Closed	-$317K	–	46
2018 Q2	$317K	Hold	7,496	–	–	0.21%	41
2018 Q1	$306K	Hold	7,496	–	–	0.21%	39
2017 Q4	$319K	Hold	7,496	–	–	0.22%	37
2017 Q3	$312K	Hold	7,496	–	–	0.21%	40
2017 Q2	$301K	Hold	7,496	–	–	0.2%	40
2017 Q1	$297K	Buy	+7,496	New	+$288K	0.21%	41
2016 Q4	–	Sell	-7,496	Closed	-$287K	–	34
2016 Q3	$287K	Buy	+7,496	New	+$294K	0.23%	35

Other funds holding LNT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jacobson & Schmitt Advisors's LNT Position: Q4 2025 in Review

Jacobson & Schmitt Advisors sold out of Alliant Energy (LNT) in Q4 2025, closing a stake of 8,873 shares — an estimated $598K sold.

Jacobson & Schmitt Advisors first reported a position in LNT in Q3 2016 and held it in 8 quarters. The position peaked at $598K in Q3 2025. 834 funds tracked by Wall St. Rank hold LNT as of Q4 2025.

Jacobson & Schmitt Advisors reported no remaining Alliant Energy position as of Q4 2025 after selling out during the quarter.
Jacobson & Schmitt Advisors sold 8,873 Alliant Energy shares in Q4 2025, an estimated $598K.
Jacobson & Schmitt Advisors first reported a position in Alliant Energy in Q3 2016 and held it in 8 quarters.
Jacobson & Schmitt Advisors's Alliant Energy position peaked at $598K in Q3 2025.
834 funds tracked by Wall St. Rank held Alliant Energy as of Q4 2025.

Based on Jacobson & Schmitt Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.