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SVA Wealth Management’s Alliant Energy LNT Stock Holding History

SVA Wealth Management’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
2020
Q4 		$338K Sell
6,559
-2,216
-25% -$119K 0.03% 194
2020
Q3 		$453K Hold
8,775
– – 0.04% 157
2020
Q2 		$420K Hold
8,775
– – 0.04% 153
2020
Q1 		$424K Sell
8,775
-220
-2% -$12K 0.05% 152
2019
Q4 		$492K Sell
8,995
-3,399
-27% -$181K 0.05% 150
2019
Q3 		$668K Buy
12,394
+404
+3% +$20.7K 0.07% 132
2019
Q2 		$588K Buy
11,990
+6
+0.1% +$286 0.06% 140
2019
Q1 		$565K Sell
11,984
-393
-3% -$17.6K 0.05% 146
2018
Q4 		$523K Buy
12,377
+3,773
+44% +$166K 0.06% 147
2018
Q3 		$366K Buy
8,604
+7
+0.1% +$301 0.04% 174
2018
Q2 		$364K Sell
8,597
-2,102
-20% -$86.6K 0.04% 169
2018
Q1 		$445K Buy
10,699
+1,397
+15% +$55.1K 0.06% 151
2017
Q4 		$396K Sell
9,302
-1,397
-13% -$60.9K 0.05% 159
2017
Q3 		$445K Sell
10,699
-194
-2% -$8.07K 0.06% 151
2017
Q2 		$438K Buy
10,893
+7
+0.1% +$283 0.06% 144
2017
Q1 		$431K Sell
10,886
-123
-1% -$4.72K 0.06% 141
2016
Q4 		$417K Buy
11,009
+407
+4% +$15K 0.06% 146
2016
Q3 		$406K Sell
10,602
-2,954
-22% -$116K 0.06% 149
2016
Q2 		$538K Sell
13,556
-522
-4% -$19.4K 0.09% 134
2016
Q1 		$523K Sell
14,078
-300
-2% -$10.1K 0.09% 137
2015
Q4 		$449K Hold
14,378
– – 0.08% 160
2015
Q3 		$420K Sell
14,378
-1,774
-11% -$52.2K 0.08% 157
2015
Q2 		$466K Buy
16,152
+1,576
+11% +$47.8K 0.09% 156
2015
Q1 		$459K Buy
+14,576
New +$475K 0.08% 160

Other funds holding LNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

SVA Wealth Management's LNT Position: Q4 2020 in Review

SVA Wealth Management reduced its Alliant Energy (LNT) stake by 25% in Q4 2020, selling an estimated $119K and leaving 6,559 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #194.

SVA Wealth Management first reported a position in LNT in Q1 2015 and has held it in 24 quarters since. The position peaked at $668K in Q3 2019. 577 funds tracked by Wall St. Rank hold LNT as of Q4 2020.

  • SVA Wealth Management held 6,559 shares of Alliant Energy worth $338K as of Q4 2020.
  • SVA Wealth Management sold 2,216 Alliant Energy shares in Q4 2020, an estimated $119K.
  • Alliant Energy made up 0.03% of SVA Wealth Management's portfolio in Q4 2020, its #194 holding.
  • SVA Wealth Management first reported a position in Alliant Energy in Q1 2015 and has held it in 24 quarters since.
  • SVA Wealth Management's Alliant Energy position peaked at $668K in Q3 2019.
  • 577 funds tracked by Wall St. Rank held Alliant Energy as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.