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Legacy Private Trust’s Alliant Energy LNT Stock Holding History

Legacy Private Trust’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
Q3 		$330K Sell
5,220
-240
-4% -$16.8K 0.02% 225
2026
Q2 		$417K Sell
5,460
-110
-2% -$8.01K 0.02% 216
2026
Q1 		$400K Hold
5,570
– – 0.02% 214
2025
Q4 		$362K Sell
5,570
-150
-3% -$10.1K 0.02% 221
2025
Q3 		$386K Sell
5,720
-100
-2% -$6.45K 0.02% 210
2025
Q2 		$352K Hold
5,820
– – 0.02% 205
2025
Q1 		$375K Hold
5,820
– – 0.03% 193
2024
Q4 		$344K Hold
5,820
– – 0.02% 201
2024
Q3 		$353K Hold
5,820
– – 0.02% 197
2024
Q2 		$296K Hold
5,820
– – 0.02% 205
2024
Q1 		$293K Sell
5,820
-180
-3% -$8.83K 0.02% 205
2023
Q4 		$308K Hold
6,000
– – 0.02% 195
2023
Q3 		$291K Hold
6,000
– – 0.03% 206
2023
Q2 		$315K Hold
6,000
– – 0.03% 200
2023
Q1 		$320K Hold
6,000
– – 0.03% 197
2022
Q4 		$331K Hold
6,000
– – 0.03% 194
2022
Q3 		$318K Hold
6,000
– – 0.03% 193
2022
Q2 		$352K Sell
6,000
-44
-0.7% -$2.66K 0.03% 185
2022
Q1 		$378K Buy
6,044
+44
+0.7% +$2.62K 0.03% 205
2021
Q4 		$369K Hold
6,000
– – 0.03% 207
2021
Q3 		$336K Hold
6,000
– – 0.03% 198
2021
Q2 		$335K Hold
6,000
– – 0.03% 198
2021
Q1 		$325K Sell
6,000
-2,000
-25% -$99.5K 0.03% 193
2020
Q4 		$412K Buy
8,000
+2,000
+33% +$108K 0.04% 187
2020
Q3 		$310K Hold
6,000
– – 0.03% 193
2020
Q2 		$287K Hold
6,000
– – 0.03% 184
2020
Q1 		$290K Hold
6,000
– – 0.04% 180
2019
Q4 		$328K Buy
+6,000
New +$319K 0.03% 197

Other funds holding LNT

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Legacy Private Trust's LNT Position: Q3 2026 in Review

Legacy Private Trust reduced its Alliant Energy (LNT) stake by 4.4% in Q3 2026, selling an estimated $16.8K and leaving 5,220 shares worth $330K. The position accounts for 0.02% of the portfolio, ranked #225.

Legacy Private Trust first reported a position in LNT in Q4 2019 and has held it in 28 quarters since. The position peaked at $417K in Q2 2026. 29 funds tracked by Wall St. Rank hold LNT as of Q3 2026.

  • Legacy Private Trust held 5,220 shares of Alliant Energy worth $330K as of Q3 2026.
  • Legacy Private Trust sold 240 Alliant Energy shares in Q3 2026, an estimated $16.8K.
  • Alliant Energy made up 0.02% of Legacy Private Trust's portfolio in Q3 2026, its #225 holding.
  • Legacy Private Trust first reported a position in Alliant Energy in Q4 2019 and has held it in 28 quarters since.
  • Legacy Private Trust's Alliant Energy position peaked at $417K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held Alliant Energy as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.