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Tradition Wealth Management’s Alliant Energy LNT Stock Holding History

Tradition 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
2024
Q1 		– Sell
-59
Closed -$3K – 845
2023
Q4 		$3K Buy
59
+5
+9% +$249 ﹤0.01% 1241
2023
Q3 		$3K Sell
54
-5
-8% -$259 ﹤0.01% 1310
2023
Q2 		$3K Buy
59
+5
+9% +$268 ﹤0.01% 1340
2023
Q1 		$3K Buy
+54
New +$2.87K ﹤0.01% 1255

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Tradition Wealth Management's LNT Position: Q1 2024 in Review

Tradition Wealth Management sold out of Alliant Energy (LNT) in Q1 2024, closing a stake of 59 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in LNT in Q1 2023 and held it in 4 quarters. The position peaked at $3K in Q4 2023. 631 funds tracked by Wall St. Rank hold LNT as of Q1 2024.

  • Tradition Wealth Management reported no remaining Alliant Energy position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 59 Alliant Energy shares in Q1 2024, an estimated $3K.
  • Tradition Wealth Management first reported a position in Alliant Energy in Q1 2023 and held it in 4 quarters.
  • Tradition Wealth Management's Alliant Energy position peaked at $3K in Q4 2023.
  • 631 funds tracked by Wall St. Rank held Alliant Energy as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.