Johnson Midwest Financial’s Alliant Energy LNT Stock Holding History

Johnson Midwest Financial’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
2023 Q3	$671K	Buy	13,845 +14	+0.1%	+$726	1.5%	11
2023 Q2	$726K	Buy	13,831 +13	+0.1%	+$697	0.64%	13
2023 Q1	$738K	Buy	13,818 +13	+0.1%	+$692	1.06%	8
2022 Q4	$762K	Buy	13,805 +13	+0.1%	+$694	2.79%	6
2022 Q3	$731	Buy	13,792 +10	+0.1%	+$603	2.79%	6
2022 Q2	$808K	Sell	13,782 -796	-5%	-$48.1K	1.09%	9
2022 Q1	$911K	Buy	14,578 +11	+0.1%	+$654	1.29%	8
2021 Q4	$895K	Buy	14,567 +10	+0.1%	+$573	0.67%	11
2021 Q3	$815K	Buy	14,557 +10	+0.1%	+$591	0.67%	12
2021 Q2	$811K	Buy	14,547 +10	+0.1%	+$567	0.8%	10
2021 Q1	$787K	Buy	14,537 +13	+0.1%	+$647	0.82%	10
2020 Q4	$748K	Buy	+14,524	New	+$781K	0.71%	12

Other funds holding LNT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Johnson Midwest Financial's LNT Position: Q3 2023 in Review

Johnson Midwest Financial increased its Alliant Energy (LNT) stake by 0.1% in Q3 2023, buying an estimated $726 and bringing the position to 13,845 shares worth $671K. The position accounts for 1.5% of the portfolio, ranked #11.

Johnson Midwest Financial first reported a position in LNT in Q4 2020 and has held it in 12 quarters since. The position peaked at $911K in Q1 2022. 613 funds tracked by Wall St. Rank hold LNT as of Q3 2023.

Johnson Midwest Financial held 13,845 shares of Alliant Energy worth $671K as of Q3 2023.
Johnson Midwest Financial bought 14 Alliant Energy shares in Q3 2023, an estimated $726.
Alliant Energy made up 1.5% of Johnson Midwest Financial's portfolio in Q3 2023, its #11 holding.
Johnson Midwest Financial first reported a position in Alliant Energy in Q4 2020 and has held it in 12 quarters since.
Johnson Midwest Financial's Alliant Energy position peaked at $911K in Q1 2022.
613 funds tracked by Wall St. Rank held Alliant Energy as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.