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McKinley Carter Wealth Services’s Alliant Energy LNT Stock Holding History

McKinley Carter Wealth Services’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 		$307K Hold
4,020
– – 0.02% 274
2026
Q1 		$288K Hold
4,020
– – 0.02% 262
2025
Q4 		$261K Hold
4,020
– – 0.01% 288
2025
Q3 		$271K Hold
4,020
– – 0.01% 280
2025
Q2 		$243K Hold
4,020
– – 0.01% 283
2025
Q1 		$259K Hold
4,020
– – 0.02% 271
2024
Q4 		$238K Sell
4,020
-700
-15% -$42.3K 0.01% 271
2024
Q3 		$286K Hold
4,720
– – 0.02% 261
2024
Q2 		$240K Hold
4,720
– – 0.02% 283
2024
Q1 		$238K Sell
4,720
-12
-0.3% -$589 0.02% 276
2023
Q4 		$243K Buy
4,732
+12
+0.3% +$599 0.02% 277
2023
Q3 		$229K Hold
4,720
– – 0.02% 276
2023
Q2 		$248K Hold
4,720
– – 0.02% 270
2023
Q1 		$252K Sell
4,720
-500
-10% -$26.6K 0.02% 265
2022
Q4 		$288K Buy
5,220
+500
+11% +$26.7K 0.02% 247
2022
Q3 		$250K Sell
4,720
-452
-9% -$27.3K 0.02% 249
2022
Q2 		$303K Buy
5,172
+452
+10% +$27.3K 0.03% 238
2022
Q1 		$295K Sell
4,720
-1,356
-22% -$80.7K 0.02% 240
2021
Q4 		$373K Buy
6,076
+1,356
+29% +$77.7K 0.03% 219
2021
Q3 		$264K Hold
4,720
– – 0.02% 252
2021
Q2 		$263K Hold
4,720
– – 0.02% 251
2021
Q1 		$256K Hold
4,720
– – 0.02% 258
2020
Q4 		$243K Buy
+4,720
New +$254K 0.03% 234

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

McKinley Carter Wealth Services's LNT Position: Q2 2026 in Review

McKinley Carter Wealth Services held its Alliant Energy (LNT) position steady in Q2 2026 at 4,020 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #274.

McKinley Carter Wealth Services first reported a position in LNT in Q4 2020 and has held it in 23 quarters since. The position peaked at $373K in Q4 2021. 880 funds tracked by Wall St. Rank hold LNT as of Q2 2026.

  • McKinley Carter Wealth Services held 4,020 shares of Alliant Energy worth $307K as of Q2 2026.
  • McKinley Carter Wealth Services left its Alliant Energy share count unchanged in Q2 2026.
  • Alliant Energy made up 0.02% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #274 holding.
  • McKinley Carter Wealth Services first reported a position in Alliant Energy in Q4 2020 and has held it in 23 quarters since.
  • McKinley Carter Wealth Services's Alliant Energy position peaked at $373K in Q4 2021.
  • 880 funds tracked by Wall St. Rank held Alliant Energy as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.