SS
LNT icon

Simplicity Solutions’s Alliant Energy LNT Stock Holding History

Simplicity Solutions’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
2023
Q4 		$480K Sell
9,352
-667
-7% -$33.3K 0.01% 676
2023
Q3 		$485K Buy
10,019
+185
+2% +$9.59K 0.02% 606
2023
Q2 		$516K Buy
9,834
+618
+7% +$33.1K 0.01% 652
2023
Q1 		$492K Buy
9,216
+3,143
+52% +$167K 0.01% 697
2022
Q4 		$335K Sell
6,073
-145
-2% -$7.74K 0.05% 445
2022
Q3 		$329K Buy
6,218
+1,783
+40% +$108K 0.05% 427
2022
Q2 		$260K Buy
4,435
+671
+18% +$40.5K 0.03% 479
2022
Q1 		$235K Sell
3,764
-3,202
-46% -$191K 0.03% 557
2021
Q4 		$428K Buy
+6,966
New +$399K 0.05% 425
2021
Q1 		– Sell
-18,151
Closed -$935K – 777
2020
Q4 		$935K Sell
18,151
-339
-2% -$18.2K 0.01% 559
2020
Q3 		$955K Buy
18,490
+787
+4% +$41.1K 0.02% 490
2020
Q2 		$847K Buy
17,703
+6,921
+64% +$337K 0.02% 510
2020
Q1 		$521K Buy
10,782
+2,597
+32% +$142K 0.02% 472
2019
Q4 		$448K Buy
+8,185
New +$435K 0.01% 569

Other funds holding LNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Simplicity Solutions's LNT Position: Q4 2023 in Review

Simplicity Solutions reduced its Alliant Energy (LNT) stake by 6.7% in Q4 2023, selling an estimated $33.3K and leaving 9,352 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #676.

Simplicity Solutions first reported a position in LNT in Q4 2019 and has held it in 14 quarters since. The position peaked at $955K in Q3 2020. 651 funds tracked by Wall St. Rank hold LNT as of Q4 2023.

  • Simplicity Solutions held 9,352 shares of Alliant Energy worth $480K as of Q4 2023.
  • Simplicity Solutions sold 667 Alliant Energy shares in Q4 2023, an estimated $33.3K.
  • Alliant Energy made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #676 holding.
  • Simplicity Solutions first reported a position in Alliant Energy in Q4 2019 and has held it in 14 quarters since.
  • Simplicity Solutions's Alliant Energy position peaked at $955K in Q3 2020.
  • 651 funds tracked by Wall St. Rank held Alliant Energy as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.