Tarbox Family Office’s Alliant Energy LNT Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-112	Closed	-$7K	–	608
2022 Q1	$7K	Hold	112	–	–	﹤0.01%	443
2021 Q4	$7K	Buy	112 +2	+2%	+$115	﹤0.01%	522
2021 Q3	$6K	Hold	110	–	–	﹤0.01%	596
2021 Q2	$6K	Hold	110	–	–	﹤0.01%	592
2021 Q1	$6K	Hold	110	–	–	﹤0.01%	517
2020 Q4	$6K	Hold	110	–	–	﹤0.01%	486
2020 Q3	$6K	Hold	110	–	–	﹤0.01%	456
2020 Q2	$5K	Sell	110 -36	-25%	-$1.75K	﹤0.01%	482
2020 Q1	$7K	Buy	146 +36	+33%	+$1.97K	﹤0.01%	375
2019 Q4	$6K	Hold	110	–	–	﹤0.01%	464
2019 Q3	$6K	Hold	110	–	–	﹤0.01%	429
2019 Q2	$5K	Buy	110 +56	+104%	+$2.67K	﹤0.01%	453
2019 Q1	$3K	Hold	54	–	–	﹤0.01%	455
2018 Q4	$2K	Hold	54	–	–	﹤0.01%	494
2018 Q3	$2K	Hold	54	–	–	﹤0.01%	520
2018 Q2	$2K	Hold	54	–	–	﹤0.01%	513
2018 Q1	$2K	Hold	54	–	–	﹤0.01%	517
2017 Q4	$2K	Hold	54	–	–	﹤0.01%	506
2017 Q3	$2K	Buy	+54	New	+$2.25K	﹤0.01%	501

Other funds holding LNT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return