Root Financial Partners’s Alliant Energy LNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Root Financial Partners's LNT Position: Q1 2026 in Review

Root Financial Partners increased its Alliant Energy (LNT) stake by 12% in Q1 2026, buying an estimated $22.6K and bringing the position to 3,009 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #315.

Root Financial Partners first reported a position in LNT in Q3 2025 and has held it in 3 quarters since. 856 funds tracked by Wall St. Rank hold LNT as of Q1 2026.

  • Root Financial Partners held 3,009 shares of Alliant Energy worth $216K as of Q1 2026.
  • Root Financial Partners bought 327 Alliant Energy shares in Q1 2026, an estimated $22.6K.
  • Alliant Energy made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #315 holding.
  • Root Financial Partners first reported a position in Alliant Energy in Q3 2025 and has held it in 3 quarters since.
  • 856 funds tracked by Wall St. Rank held Alliant Energy as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.