John G. Ullman & Associates’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $683K | Hold |
11,300
| – | – | 0.1% | 113 |
|
2025
Q1 | $727K | Hold |
11,300
| – | – | 0.11% | 116 |
|
2024
Q4 | $668K | Hold |
11,300
| – | – | 0.1% | 114 |
|
2024
Q3 | $686K | Hold |
11,300
| – | – | 0.1% | 115 |
|
2024
Q2 | $575K | Hold |
11,300
| – | – | 0.09% | 121 |
|
2024
Q1 | $570K | Hold |
11,300
| – | – | 0.09% | 116 |
|
2023
Q4 | $580K | Sell |
11,300
-6,000
| -35% | -$308K | 0.09% | 116 |
|
2023
Q3 | $838K | Hold |
17,300
| – | – | 0.14% | 101 |
|
2023
Q2 | $908K | Hold |
17,300
| – | – | 0.14% | 100 |
|
2023
Q1 | $924K | Hold |
17,300
| – | – | 0.14% | 100 |
|
2022
Q4 | $955K | Hold |
17,300
| – | – | 0.15% | 92 |
|
2022
Q3 | $917K | Hold |
17,300
| – | – | 0.16% | 94 |
|
2022
Q2 | $1.01M | Hold |
17,300
| – | – | 0.16% | 95 |
|
2022
Q1 | $1.08M | Hold |
17,300
| – | – | 0.15% | 94 |
|
2021
Q4 | $1.06M | Hold |
17,300
| – | – | 0.15% | 91 |
|
2021
Q3 | $968K | Hold |
17,300
| – | – | 0.13% | 92 |
|
2021
Q2 | $965K | Hold |
17,300
| – | – | 0.13% | 90 |
|
2021
Q1 | $937K | Buy |
17,300
+9,900
| +134% | +$536K | 0.13% | 85 |
|
2020
Q4 | $381K | Buy |
+7,400
| New | +$381K | 0.06% | 117 |
|