Steward Financial Group’s Alliant Energy LNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$3K Buy
+82
New +$4.25K ﹤0.01% 849
2023
Q2
Sell
-70
Closed -$3K 768
2023
Q1
$3K Buy
70
+38
+119% +$2.02K ﹤0.01% 424
2022
Q4
$1K Buy
+32
New +$1.71K ﹤0.01% 435
2022
Q3
Sell
-18
Closed -$1K 774
2022
Q2
$1K Buy
+18
New +$1.09K ﹤0.01% 786

Other funds holding LNT

Steward Financial Group's LNT Position: Q3 2023 in Review

Steward Financial Group opened a new position in Alliant Energy (LNT) in Q3 2023: 82 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #849 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in LNT as recently as Q1 2023.

Steward Financial Group first reported a position in LNT in Q2 2022 and has held it in 4 quarters since. 613 funds tracked by Wall St. Rank hold LNT as of Q3 2023.

  • Steward Financial Group held 82 shares of Alliant Energy worth $3K as of Q3 2023.
  • Alliant Energy was a new Steward Financial Group position in Q3 2023.
  • Alliant Energy made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #849 holding.
  • Steward Financial Group first reported a position in Alliant Energy in Q2 2022 and has held it in 4 quarters since.
  • 613 funds tracked by Wall St. Rank held Alliant Energy as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.