SWTS
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Stonehaven Wealth & Tax Solutions’s Alliant Energy LNT Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$286K Buy
3,753
+288
+8% +$21K 0.23% 63
2026
Q1 		$249K Buy
3,465
+355
+11% +$24.5K 0.22% 70
2025
Q4 		$202K Buy
+3,110
New +$208K 0.18% 81

Other funds holding LNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's LNT Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions increased its Alliant Energy (LNT) stake by 8.3% in Q2 2026, buying an estimated $21K and bringing the position to 3,753 shares worth $286K. The position accounts for 0.23% of the portfolio, ranked #63.

Stonehaven Wealth & Tax Solutions first reported a position in LNT in Q4 2025 and has held it in 3 quarters since. 880 funds tracked by Wall St. Rank hold LNT as of Q2 2026.

  • Stonehaven Wealth & Tax Solutions held 3,753 shares of Alliant Energy worth $286K as of Q2 2026.
  • Stonehaven Wealth & Tax Solutions bought 288 Alliant Energy shares in Q2 2026, an estimated $21K.
  • Alliant Energy made up 0.23% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #63 holding.
  • Stonehaven Wealth & Tax Solutions first reported a position in Alliant Energy in Q4 2025 and has held it in 3 quarters since.
  • 880 funds tracked by Wall St. Rank held Alliant Energy as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.