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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
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Root Financial Partners's LNT Position: Q2 2026 in Review

Root Financial Partners increased its Alliant Energy (LNT) stake by 3.6% in Q2 2026, buying an estimated $7.87K and bringing the position to 3,117 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #346.

Root Financial Partners first reported a position in LNT in Q3 2025 and has held it in 4 quarters since. 880 funds tracked by Wall St. Rank hold LNT as of Q2 2026.

  • Root Financial Partners held 3,117 shares of Alliant Energy worth $238K as of Q2 2026.
  • Root Financial Partners bought 108 Alliant Energy shares in Q2 2026, an estimated $7.87K.
  • Alliant Energy made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #346 holding.
  • Root Financial Partners first reported a position in Alliant Energy in Q3 2025 and has held it in 4 quarters since.
  • 880 funds tracked by Wall St. Rank held Alliant Energy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.