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Trifecta Capital Advisors’s Alliant Energy LNT Stock Holding History

Trifecta Capital Advisors’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
-12
Closed -$582 – 448
2023
Q3 		$582 Hold
12
– – ﹤0.01% 413
2023
Q2 		$630 Hold
12
– – ﹤0.01% 407
2023
Q1 		$641 Buy
+12
New +$638 ﹤0.01% 404

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

Trifecta Capital Advisors's LNT Position: Q4 2023 in Review

Trifecta Capital Advisors sold out of Alliant Energy (LNT) in Q4 2023, closing a stake of 12 shares — an estimated $582 sold.

Trifecta Capital Advisors first reported a position in LNT in Q1 2023 and held it in 3 quarters. The position peaked at $641 in Q1 2023. 651 funds tracked by Wall St. Rank hold LNT as of Q4 2023.

  • Trifecta Capital Advisors reported no remaining Alliant Energy position as of Q4 2023 after selling out during the quarter.
  • Trifecta Capital Advisors sold 12 Alliant Energy shares in Q4 2023, an estimated $582.
  • Trifecta Capital Advisors first reported a position in Alliant Energy in Q1 2023 and held it in 3 quarters.
  • Trifecta Capital Advisors's Alliant Energy position peaked at $641 in Q1 2023.
  • 651 funds tracked by Wall St. Rank held Alliant Energy as of Q4 2023.

Based on Trifecta Capital Advisors's 13F filing for Q4 2023, filed 25 Jan 2024.