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Kingswood Wealth Advisors’s Alliant Energy LNT Stock Holding History

Kingswood 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
2026
Q2 		$239K Buy
3,135
+142
+5% +$10.3K 0.01% 882
2026
Q1 		$215K Sell
2,993
-278
-8% -$19.2K 0.01% 857
2025
Q4 		$213K Buy
+3,271
New +$219K 0.01% 806

Other funds holding LNT

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Kingswood Wealth Advisors's LNT Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Alliant Energy (LNT) stake by 4.7% in Q2 2026, buying an estimated $10.3K and bringing the position to 3,135 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #882.

Kingswood Wealth Advisors first reported a position in LNT in Q4 2025 and has held it in 3 quarters since. 879 funds tracked by Wall St. Rank hold LNT as of Q2 2026.

  • Kingswood Wealth Advisors held 3,135 shares of Alliant Energy worth $239K as of Q2 2026.
  • Kingswood Wealth Advisors bought 142 Alliant Energy shares in Q2 2026, an estimated $10.3K.
  • Alliant Energy made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #882 holding.
  • Kingswood Wealth Advisors first reported a position in Alliant Energy in Q4 2025 and has held it in 3 quarters since.
  • 879 funds tracked by Wall St. Rank held Alliant Energy as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.