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Transform Wealth’s Alliant Energy LNT Stock Holding History

Transform Wealth’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
2023
Q4 		– Sell
-5,200
Closed -$252K – 250
2023
Q3 		$252K Sell
5,200
-5,203
-50% -$270K 0.03% 217
2023
Q2 		$546K Buy
10,403
+3
+0% +$161 0.05% 174
2023
Q1 		$555K Buy
10,400
+5,200
+100% +$277K 0.05% 168
2022
Q4 		$287K Buy
+5,200
New +$278K 0.03% 193
2017
Q2 		– Sell
-20,451
Closed -$810K – 100
2017
Q1 		$810K Sell
20,451
-817
-4% -$31.3K 0.3% 117
2016
Q4 		$806K Buy
21,268
+525
+3% +$19.4K 0.32% 109
2016
Q3 		$795K Sell
20,743
-315
-1% -$12.4K 0.34% 94
2016
Q2 		$836K Buy
+21,058
New +$781K 0.35% 101

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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Transform Wealth's LNT Position: Q4 2023 in Review

Transform Wealth sold out of Alliant Energy (LNT) in Q4 2023, closing a stake of 5,200 shares — an estimated $252K sold.

Transform Wealth first reported a position in LNT in Q2 2016 and held it in 8 quarters. The position peaked at $836K in Q2 2016. 651 funds tracked by Wall St. Rank hold LNT as of Q4 2023.

  • Transform Wealth reported no remaining Alliant Energy position as of Q4 2023 after selling out during the quarter.
  • Transform Wealth sold 5,200 Alliant Energy shares in Q4 2023, an estimated $252K.
  • Transform Wealth first reported a position in Alliant Energy in Q2 2016 and held it in 8 quarters.
  • Transform Wealth's Alliant Energy position peaked at $836K in Q2 2016.
  • 651 funds tracked by Wall St. Rank held Alliant Energy as of Q4 2023.

Based on Transform Wealth's 13F filing for Q4 2023, filed 18 Jan 2024.