SOA Wealth Advisors’s Alliant Energy LNT Stock Holding History

SOA Wealth Advisors’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	$4.58K	Buy	+60	New	+$4.37K	﹤0.01%	711
2024 Q4	–	Sell	-241	Closed	-$14.6K	–	890
2024 Q3	$14.6K	Hold	241	–	–	﹤0.01%	492
2024 Q2	$12.3K	Hold	241	–	–	﹤0.01%	511
2024 Q1	$12.1K	Hold	241	–	–	﹤0.01%	512
2023 Q4	$12.4K	Sell	241 -350	-59%	-$17.5K	﹤0.01%	493
2023 Q3	$28.6K	Hold	591	–	–	0.01%	354
2023 Q2	$31K	Hold	591	–	–	0.01%	350
2023 Q1	$31.6K	Hold	591	–	–	0.01%	347
2022 Q4	$32.6K	Hold	591	–	–	0.01%	332
2022 Q3	$31K	Hold	591	–	–	0.01%	317
2022 Q2	$34K	Hold	591	–	–	0.01%	305
2022 Q1	$36K	Hold	591	–	–	0.01%	356
2021 Q4	$36K	Hold	591	–	–	0.01%	349
2021 Q3	$33K	Hold	591	–	–	0.01%	372
2021 Q2	$32K	Hold	591	–	–	0.01%	381
2021 Q1	$32K	Sell	591 -1	-0.2%	-$50	0.01%	323
2020 Q4	$29K	Buy	+592	New	+$31.8K	0.01%	338

Other funds holding LNT

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jupiter Topco New York $245B AUM

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

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

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

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

SOA Wealth Advisors's LNT Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in Alliant Energy (LNT) in Q2 2026: 60 shares worth $4.58K. The stake represents ﹤0.01% of the portfolio and ranks #711 among its holdings. This is a return to the name: SOA Wealth Advisors previously reported a position in LNT as recently as Q3 2024.

SOA Wealth Advisors first reported a position in LNT in Q4 2020 and has held it in 17 quarters since. The position peaked at $36K in Q1 2022. 880 funds tracked by Wall St. Rank hold LNT as of Q2 2026.

SOA Wealth Advisors held 60 shares of Alliant Energy worth $4.58K as of Q2 2026.
Alliant Energy was a new SOA Wealth Advisors position in Q2 2026.
Alliant Energy made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #711 holding.
SOA Wealth Advisors first reported a position in Alliant Energy in Q4 2020 and has held it in 17 quarters since.
SOA Wealth Advisors's Alliant Energy position peaked at $36K in Q1 2022.
880 funds tracked by Wall St. Rank held Alliant Energy as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.