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Johnson & White Wealth Management’s Alliant Energy LNT Stock Holding History

Johnson & White Wealth Management’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
Q1 		– Sell
-5,206
Closed -$215K – 105
2022
Q4 		$215K Buy
+5,206
New +$278K 0.22% 74

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
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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Johnson & White Wealth Management's LNT Position: Q1 2023 in Review

Johnson & White Wealth Management sold out of Alliant Energy (LNT) in Q1 2023, closing a stake of 5,206 shares — an estimated $215K sold.

Johnson & White Wealth Management first reported a position in LNT in Q4 2022 and held it in 1 quarter. The position peaked at $215K in Q4 2022. 635 funds tracked by Wall St. Rank hold LNT as of Q1 2023.

  • Johnson & White Wealth Management reported no remaining Alliant Energy position as of Q1 2023 after selling out during the quarter.
  • Johnson & White Wealth Management sold 5,206 Alliant Energy shares in Q1 2023, an estimated $215K.
  • Johnson & White Wealth Management first reported a position in Alliant Energy in Q4 2022 and held it in 1 quarter.
  • Johnson & White Wealth Management's Alliant Energy position peaked at $215K in Q4 2022.
  • 635 funds tracked by Wall St. Rank held Alliant Energy as of Q1 2023.

Based on Johnson & White Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.