Smith Salley Wealth Management’s Alliant Energy LNT Stock Holding History

Smith Salley 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 Q1	$223K	Hold	3,112	–	–	0.01%	252
2025 Q4	$202K	Hold	3,112	–	–	0.01%	260
2025 Q3	$210K	Buy	+3,112	New	+$201K	0.01%	258
2025 Q2	–	Sell	-3,112	Closed	-$200K	–	262
2025 Q1	$200K	Buy	+3,112	New	+$190K	0.01%	242
2020 Q1	–	Sell	-3,868	Closed	-$212K	–	196
2019 Q4	$212K	Hold	3,868	–	–	0.03%	190
2019 Q3	$209K	Buy	+3,868	New	+$199K	0.03%	183
2016 Q3	–	Sell	-5,348	Closed	-$212K	–	159
2016 Q2	$212K	Sell	5,348 -1,150	-18%	-$42.7K	0.05%	150
2016 Q1	$241K	Sell	6,498 -500	-7%	-$16.9K	0.06%	137
2015 Q4	$219K	Hold	6,998	–	–	0.05%	144
2015 Q3	$205K	Hold	6,998	–	–	0.06%	147
2015 Q2	$202K	Hold	6,998	–	–	0.05%	156
2015 Q1	$220K	Buy	+6,998	New	+$228K	0.06%	150

Other funds holding LNT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Smith Salley Wealth Management's LNT Position: Q1 2026 in Review

Smith Salley Wealth Management held its Alliant Energy (LNT) position steady in Q1 2026 at 3,112 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #252.

Smith Salley Wealth Management first reported a position in LNT in Q1 2015 and has held it in 12 quarters since. The position peaked at $241K in Q1 2016. 855 funds tracked by Wall St. Rank hold LNT as of Q1 2026.

Smith Salley Wealth Management held 3,112 shares of Alliant Energy worth $223K as of Q1 2026.
Smith Salley Wealth Management left its Alliant Energy share count unchanged in Q1 2026.
Alliant Energy made up 0.01% of Smith Salley Wealth Management's portfolio in Q1 2026, its #252 holding.
Smith Salley Wealth Management first reported a position in Alliant Energy in Q1 2015 and has held it in 12 quarters since.
Smith Salley Wealth Management's Alliant Energy position peaked at $241K in Q1 2016.
855 funds tracked by Wall St. Rank held Alliant Energy as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.