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Sound Financial Strategies Group’s Alliant Energy LNT Stock Holding History

Sound Financial Strategies Group’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
2021
Q2 		– Sell
-10,788
Closed -$584K – 106
2021
Q1 		$584K Sell
10,788
-104
-1% -$5.17K 0.3% 57
2020
Q4 		$561K Buy
+10,892
New +$586K 0.31% 65

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Sound Financial Strategies Group's LNT Position: Q2 2021 in Review

Sound Financial Strategies Group sold out of Alliant Energy (LNT) in Q2 2021, closing a stake of 10,788 shares — an estimated $584K sold.

Sound Financial Strategies Group first reported a position in LNT in Q4 2020 and held it in 2 quarters. The position peaked at $584K in Q1 2021. 574 funds tracked by Wall St. Rank hold LNT as of Q2 2021.

  • Sound Financial Strategies Group reported no remaining Alliant Energy position as of Q2 2021 after selling out during the quarter.
  • Sound Financial Strategies Group sold 10,788 Alliant Energy shares in Q2 2021, an estimated $584K.
  • Sound Financial Strategies Group first reported a position in Alliant Energy in Q4 2020 and held it in 2 quarters.
  • Sound Financial Strategies Group's Alliant Energy position peaked at $584K in Q1 2021.
  • 574 funds tracked by Wall St. Rank held Alliant Energy as of Q2 2021.

Based on Sound Financial Strategies Group's 13F filing for Q2 2021, filed 30 Jul 2021.