Synergy Investment Management’s Alliant Energy LNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.88K Buy
120
+57
+90% +$4.15K ﹤0.01% 653
2026
Q1
$4.52K Buy
+63
New +$4.35K ﹤0.01% 596
2025
Q2
Sell
-56
Closed -$3.6K 368
2025
Q1
$3.6K Hold
56
﹤0.01% 487
2024
Q4
$3.31K Buy
+56
New +$3.38K ﹤0.01% 518

Other funds holding LNT

Synergy Investment Management's LNT Position: Q2 2026 in Review

Synergy Investment Management increased its Alliant Energy (LNT) stake by 90% in Q2 2026, buying an estimated $4.15K and bringing the position to 120 shares worth $8.88K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Synergy Investment Management first reported a position in LNT in Q4 2024 and has held it in 4 quarters since. 877 funds tracked by Wall St. Rank hold LNT as of Q2 2026.

  • Synergy Investment Management held 120 shares of Alliant Energy worth $8.88K as of Q2 2026.
  • Synergy Investment Management bought 57 Alliant Energy shares in Q2 2026, an estimated $4.15K.
  • Alliant Energy made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #653 holding.
  • Synergy Investment Management first reported a position in Alliant Energy in Q4 2024 and has held it in 4 quarters since.
  • 877 funds tracked by Wall St. Rank held Alliant Energy as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.