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Summit Trail Advisors’s Alliant Energy LNT Stock Holding History

Summit Trail 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 		$1.72M Sell
22,589
-1,708
-7% -$124K 0.02% 700
2026
Q1 		$1.74M Buy
24,297
+10,518
+76% +$726K 0.03% 629
2025
Q4 		$896K Buy
13,779
+2,811
+26% +$188K 0.02% 870
2025
Q3 		$739K Buy
10,968
+3,973
+57% +$256K 0.01% 964
2025
Q2 		$423K Buy
+6,995
New +$428K 0.01% 793
2018
Q1 		– Sell
-1,575
Closed -$64K – 1138
2017
Q4 		$64K Buy
+1,575
New +$68.6K 0.01% 755

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

Summit Trail Advisors's LNT Position: Q2 2026 in Review

Summit Trail Advisors reduced its Alliant Energy (LNT) stake by 7% in Q2 2026, selling an estimated $124K and leaving 22,589 shares worth $1.72M. The position accounts for 0.02% of the portfolio, ranked #700.

Summit Trail Advisors first reported a position in LNT in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.74M in Q1 2026. 880 funds tracked by Wall St. Rank hold LNT as of Q2 2026.

  • Summit Trail Advisors held 22,589 shares of Alliant Energy worth $1.72M as of Q2 2026.
  • Summit Trail Advisors sold 1,708 Alliant Energy shares in Q2 2026, an estimated $124K.
  • Alliant Energy made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #700 holding.
  • Summit Trail Advisors first reported a position in Alliant Energy in Q4 2017 and has held it in 6 quarters since.
  • Summit Trail Advisors's Alliant Energy position peaked at $1.74M in Q1 2026.
  • 880 funds tracked by Wall St. Rank held Alliant Energy as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.