Root Financial Partners
LNT icon

Root Financial Partners’s Alliant Energy LNT Stock Holding History

Root Financial Partners’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
Q3 		$196K Sell
3,089
-28
-0.9% -$1.96K 0.01% 449
2026
Q2 		$238K Buy
3,117
+108
+4% +$7.87K 0.01% 346
2026
Q1 		$216K Buy
3,009
+327
+12% +$22.6K 0.01% 315
2025
Q4 		$174K Buy
2,682
+60
+2% +$4.02K 0.01% 323
2025
Q3 		$177K Buy
+2,622
New +$169K 0.01% 304

Other funds holding LNT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Root Financial Partners's LNT Position: Q3 2026 in Review

Root Financial Partners reduced its Alliant Energy (LNT) stake by 0.9% in Q3 2026, selling an estimated $1.96K and leaving 3,089 shares worth $196K. The position accounts for 0.01% of the portfolio, ranked #449.

Root Financial Partners first reported a position in LNT in Q3 2025 and has held it in 5 quarters since. The position peaked at $238K in Q2 2026. 716 funds tracked by Wall St. Rank hold LNT as of Q3 2026.

  • Root Financial Partners held 3,089 shares of Alliant Energy worth $196K as of Q3 2026.
  • Root Financial Partners sold 28 Alliant Energy shares in Q3 2026, an estimated $1.96K.
  • Alliant Energy made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #449 holding.
  • Root Financial Partners first reported a position in Alliant Energy in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Alliant Energy position peaked at $238K in Q2 2026.
  • 716 funds tracked by Wall St. Rank held Alliant Energy as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.