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Milestone Investment Advisors’s Alliant Energy LNT Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-3,066
Closed -$149K – 293
2023
Q3 		$149K Buy
+3,066
New +$159K 0.04% 123
2023
Q2 		– Sell
-3,055
Closed -$163K – 289
2023
Q1 		$163K Buy
+3,055
New +$163K 0.05% 115

Other funds holding LNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Milestone Investment Advisors's LNT Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Alliant Energy (LNT) in Q4 2023, closing a stake of 3,066 shares — an estimated $149K sold.

Milestone Investment Advisors first reported a position in LNT in Q1 2023 and held it in 2 quarters. The position peaked at $163K in Q1 2023. 651 funds tracked by Wall St. Rank hold LNT as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Alliant Energy position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 3,066 Alliant Energy shares in Q4 2023, an estimated $149K.
  • Milestone Investment Advisors first reported a position in Alliant Energy in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Alliant Energy position peaked at $163K in Q1 2023.
  • 651 funds tracked by Wall St. Rank held Alliant Energy as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.