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Regent Peak Wealth Advisors’s Alliant Energy LNT Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-446
Closed -$23K – 610
2020
Q4 		$23K Buy
+446
New +$24K 0.01% 432

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PAMU
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N
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Regent Peak Wealth Advisors's LNT Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Alliant Energy (LNT) in Q1 2021, closing a stake of 446 shares — an estimated $23K sold.

Regent Peak Wealth Advisors first reported a position in LNT in Q4 2020 and held it in 1 quarter. The position peaked at $23K in Q4 2020. 545 funds tracked by Wall St. Rank hold LNT as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Alliant Energy position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 446 Alliant Energy shares in Q1 2021, an estimated $23K.
  • Regent Peak Wealth Advisors first reported a position in Alliant Energy in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Alliant Energy position peaked at $23K in Q4 2020.
  • 545 funds tracked by Wall St. Rank held Alliant Energy as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.