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
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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Victory Capital Management

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

Janus Henderson Group

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

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

Massachusetts Financial Services

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

Geode Capital Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return