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Perigon Wealth Management’s Alliant Energy LNT Stock Holding History

Perigon Wealth Management’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
2024
Q4 		– Sell
-9,536
Closed -$579K – 1075
2024
Q3 		$579K Buy
+9,536
New +$541K 0.02% 574

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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
N
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Perigon Wealth Management's LNT Position: Q4 2024 in Review

Perigon Wealth Management sold out of Alliant Energy (LNT) in Q4 2024, closing a stake of 9,536 shares — an estimated $579K sold.

Perigon Wealth Management first reported a position in LNT in Q3 2024 and held it in 1 quarter. The position peaked at $579K in Q3 2024. 717 funds tracked by Wall St. Rank hold LNT as of Q4 2024.

  • Perigon Wealth Management reported no remaining Alliant Energy position as of Q4 2024 after selling out during the quarter.
  • Perigon Wealth Management sold 9,536 Alliant Energy shares in Q4 2024, an estimated $579K.
  • Perigon Wealth Management first reported a position in Alliant Energy in Q3 2024 and held it in 1 quarter.
  • Perigon Wealth Management's Alliant Energy position peaked at $579K in Q3 2024.
  • 717 funds tracked by Wall St. Rank held Alliant Energy as of Q4 2024.

Based on Perigon Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.