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PFG Private Wealth Management’s Alliant Energy LNT Stock Holding History

PFG Private 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
2023
Q2 		– Sell
-581
Closed -$31K – 289
2023
Q1 		$31K Sell
581
-2,571
-82% -$137K 0.02% 163
2022
Q4 		$174K Buy
3,152
+98
+3% +$5.23K 0.11% 59
2022
Q3 		$162K Buy
+3,054
New +$184K 0.11% 60

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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PFG Private Wealth Management's LNT Position: Q2 2023 in Review

PFG Private Wealth Management sold out of Alliant Energy (LNT) in Q2 2023, closing a stake of 581 shares — an estimated $31K sold.

PFG Private Wealth Management first reported a position in LNT in Q3 2022 and held it in 3 quarters. The position peaked at $174K in Q4 2022. 633 funds tracked by Wall St. Rank hold LNT as of Q2 2023.

  • PFG Private Wealth Management reported no remaining Alliant Energy position as of Q2 2023 after selling out during the quarter.
  • PFG Private Wealth Management sold 581 Alliant Energy shares in Q2 2023, an estimated $31K.
  • PFG Private Wealth Management first reported a position in Alliant Energy in Q3 2022 and held it in 3 quarters.
  • PFG Private Wealth Management's Alliant Energy position peaked at $174K in Q4 2022.
  • 633 funds tracked by Wall St. Rank held Alliant Energy as of Q2 2023.

Based on PFG Private Wealth Management's 13F filing for Q2 2023, filed 17 Jul 2023.