Pathstone Family Office’s Alliant Energy LNT Stock Holding History

Pathstone Family Office’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 Q3	$743K	Buy	+15,332	New	+$795K	0.01%	840
2023 Q2	–	Sell	-3,894	Closed	-$208K	–	1283
2023 Q1	$208K	Sell	3,894 -7,129	-65%	-$379K	﹤0.01%	1072
2022 Q4	$609K	Sell	11,023 -6,014	-35%	-$321K	0.01%	1003
2022 Q3	$902K	Buy	17,037 +12,950	+317%	+$781K	0.01%	796
2022 Q2	$240K	Buy	+4,087	New	+$247K	0.01%	881
2022 Q1	–	Sell	-3,496	Closed	-$214K	–	1003
2021 Q4	$214K	Buy	+3,496	New	+$200K	0.01%	819
2021 Q1	–	Sell	-1,044	Closed	-$54K	–	1046
2020 Q4	$54K	Buy	+1,044	New	+$56.1K	﹤0.01%	503
2019 Q2	–	Sell	-157	Closed	-$7K	–	783
2019 Q1	$7K	Hold	157	–	–	﹤0.01%	554
2018 Q4	$7K	Buy	+157	New	+$6.9K	﹤0.01%	359

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

Pathstone Family Office's LNT Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Alliant Energy (LNT) in Q3 2023: 15,332 shares worth $743K. The stake represents 0.01% of the portfolio and ranks #840 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in LNT as recently as Q1 2023.

Pathstone Family Office first reported a position in LNT in Q4 2018 and has held it in 9 quarters since. The position peaked at $902K in Q3 2022. 613 funds tracked by Wall St. Rank hold LNT as of Q3 2023.

Pathstone Family Office held 15,332 shares of Alliant Energy worth $743K as of Q3 2023.
Alliant Energy was a new Pathstone Family Office position in Q3 2023.
Alliant Energy made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #840 holding.
Pathstone Family Office first reported a position in Alliant Energy in Q4 2018 and has held it in 9 quarters since.
Pathstone Family Office's Alliant Energy position peaked at $902K in Q3 2022.
613 funds tracked by Wall St. Rank held Alliant Energy as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.