Shepherd Financial Partners’s Alliant Energy LNT Stock Holding History

Shepherd 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
2025 Q3	–	Sell	-4,000	Closed	-$242K	–	247
2025 Q2	$242K	Hold	4,000	–	–	0.03%	221
2025 Q1	$257K	Hold	4,000	–	–	0.03%	207
2024 Q4	$237K	Hold	4,000	–	–	0.03%	202
2024 Q3	$243K	Hold	4,000	–	–	0.03%	201
2024 Q2	$204K	Hold	4,000	–	–	0.03%	208
2024 Q1	$202K	Hold	4,000	–	–	0.03%	212
2023 Q4	$205K	Buy	+4,000	New	+$200K	0.03%	203
2023 Q3	–	Sell	-4,000	Closed	-$210K	–	193
2023 Q2	$210K	Sell	4,000 -80	-2%	-$4.29K	0.03%	179
2023 Q1	$218K	Buy	+4,080	New	+$217K	0.04%	173

Other funds holding LNT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Shepherd Financial Partners's LNT Position: Q3 2025 in Review

Shepherd Financial Partners sold out of Alliant Energy (LNT) in Q3 2025, closing a stake of 4,000 shares — an estimated $242K sold.

Shepherd Financial Partners first reported a position in LNT in Q1 2023 and held it in 9 quarters. The position peaked at $257K in Q1 2025. 791 funds tracked by Wall St. Rank hold LNT as of Q3 2025.

Shepherd Financial Partners reported no remaining Alliant Energy position as of Q3 2025 after selling out during the quarter.
Shepherd Financial Partners sold 4,000 Alliant Energy shares in Q3 2025, an estimated $242K.
Shepherd Financial Partners first reported a position in Alliant Energy in Q1 2023 and held it in 9 quarters.
Shepherd Financial Partners's Alliant Energy position peaked at $257K in Q1 2025.
791 funds tracked by Wall St. Rank held Alliant Energy as of Q3 2025.

Based on Shepherd Financial Partners's 13F filing for Q3 2025, filed 7 Nov 2025.