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Shepherd Wealth Management’s Alliant Energy LNT Stock Holding History

Shepherd Wealth Management’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 		$311K Hold
4,400
– – 0.17% 39
2026
Q1 		$321K Hold
4,400
– – 0.24% 34
2025
Q4 		$296K Hold
4,400
– – 0.21% 32
2025
Q3 		$295K Hold
4,400
– – 0.2% 33
2025
Q2 		$290K Buy
+4,400
New +$269K 0.2% 34

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

Shepherd Wealth Management's LNT Position: Q2 2026 in Review

Shepherd Wealth Management held its Alliant Energy (LNT) position steady in Q2 2026 at 4,400 shares worth $311K. The position accounts for 0.17% of the portfolio, ranked #39.

Shepherd Wealth Management first reported a position in LNT in Q2 2025 and has held it in 5 quarters since. The position peaked at $321K in Q1 2026. 879 funds tracked by Wall St. Rank hold LNT as of Q2 2026.

  • Shepherd Wealth Management held 4,400 shares of Alliant Energy worth $311K as of Q2 2026.
  • Shepherd Wealth Management left its Alliant Energy share count unchanged in Q2 2026.
  • Alliant Energy made up 0.17% of Shepherd Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Shepherd Wealth Management first reported a position in Alliant Energy in Q2 2025 and has held it in 5 quarters since.
  • Shepherd Wealth Management's Alliant Energy position peaked at $321K in Q1 2026.
  • 879 funds tracked by Wall St. Rank held Alliant Energy as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.