Kula Investments’s Alliant Energy LNT Stock Holding History

Kula Investments’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	-12,618	Closed	-$697K	–	748
2022 Q4	$697K	Buy	+12,618	New	+$674K	0.21%	127

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Kula Investments's LNT Position: Q1 2023 in Review

Kula Investments sold out of Alliant Energy (LNT) in Q1 2023, closing a stake of 12,618 shares — an estimated $697K sold.

Kula Investments first reported a position in LNT in Q4 2022 and held it in 1 quarter. The position peaked at $697K in Q4 2022. 634 funds tracked by Wall St. Rank hold LNT as of Q1 2023.

Kula Investments reported no remaining Alliant Energy position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 12,618 Alliant Energy shares in Q1 2023, an estimated $697K.
Kula Investments first reported a position in Alliant Energy in Q4 2022 and held it in 1 quarter.
Kula Investments's Alliant Energy position peaked at $697K in Q4 2022.
634 funds tracked by Wall St. Rank held Alliant Energy as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.