Principia Wealth Advisory’s Alliant Energy LNT Stock Holding History

Principia Wealth Advisory’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	$610	Sell	8 -2	-20%	-$146	﹤0.01%	856
2026 Q1	$718	Sell	10 -10	-50%	-$690	﹤0.01%	780
2025 Q4	$1.3K	Buy	20 +16	+400%	+$1.07K	﹤0.01%	593
2025 Q3	$270	Hold	4	–	–	﹤0.01%	871
2025 Q2	$242	Hold	4	–	–	﹤0.01%	872
2025 Q1	$242	Hold	4	–	–	﹤0.01%	755
2024 Q4	$237	Buy	+4	New	+$242	﹤0.01%	710

Other funds holding LNT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Principia Wealth Advisory's LNT Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Alliant Energy (LNT) stake by 20% in Q2 2026, selling an estimated $146 and leaving 8 shares worth $610. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Principia Wealth Advisory first reported a position in LNT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.3K in Q4 2025. 879 funds tracked by Wall St. Rank hold LNT as of Q2 2026.

Principia Wealth Advisory held 8 shares of Alliant Energy worth $610 as of Q2 2026.
Principia Wealth Advisory sold 2 Alliant Energy shares in Q2 2026, an estimated $146.
Alliant Energy made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #856 holding.
Principia Wealth Advisory first reported a position in Alliant Energy in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Alliant Energy position peaked at $1.3K in Q4 2025.
879 funds tracked by Wall St. Rank held Alliant Energy as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.