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Venturi Wealth Management’s Alliant Energy LNT Stock Holding History

Venturi 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
2025
Q1 		– Sell
-473
Closed -$28K – 1299
2024
Q4 		$28K Buy
473
+84
+22% +$5.08K ﹤0.01% 1184
2024
Q3 		$23.6K Buy
389
+140
+56% +$7.95K ﹤0.01% 970
2024
Q2 		$12.7K Sell
249
-57
-19% -$2.87K ﹤0.01% 1052
2024
Q1 		$15.4K Sell
306
-10,120
-97% -$496K ﹤0.01% 808
2023
Q4 		$535K Sell
10,426
-758
-7% -$37.8K 0.04% 252
2023
Q3 		$542K Sell
11,184
-2,155
-16% -$112K 0.04% 231
2023
Q2 		$700K Sell
13,339
-4,161
-24% -$223K 0.06% 195
2023
Q1 		$935K Sell
17,500
-2,159
-11% -$115K 0.08% 168
2022
Q4 		$1.09M Sell
19,659
-466
-2% -$24.9K 0.1% 151
2022
Q3 		$1.07M Sell
20,125
-1,335
-6% -$80.5K 0.1% 123
2022
Q2 		$1.26M Sell
21,460
-360
-2% -$21.7K 0.11% 110
2022
Q1 		$1.36M Sell
21,820
-1,501
-6% -$89.3K 0.1% 111
2021
Q4 		$1.43M Sell
23,321
-1,434
-6% -$82.1K 0.11% 114
2021
Q3 		$1.39M Sell
24,755
-2,747
-10% -$162K 0.12% 111
2021
Q2 		$1.53M Sell
27,502
-3,697
-12% -$210K 0.14% 104
2021
Q1 		$1.69M Sell
31,199
-9,604
-24% -$478K 0.16% 92
2020
Q4 		$2.1M Sell
40,803
-4,476
-10% -$241K 0.22% 77
2020
Q3 		$2.34M Sell
45,279
-5,659
-11% -$296K 0.27% 69
2020
Q2 		$2.44M Buy
50,938
+5,392
+12% +$262K 0.33% 65
2020
Q1 		$2.2M Buy
+45,546
New +$2.49M 0.38% 66

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
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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

Venturi Wealth Management's LNT Position: Q1 2025 in Review

Venturi Wealth Management sold out of Alliant Energy (LNT) in Q1 2025, closing a stake of 473 shares — an estimated $28K sold.

Venturi Wealth Management first reported a position in LNT in Q1 2020 and held it in 20 quarters. The position peaked at $2.44M in Q2 2020. 775 funds tracked by Wall St. Rank hold LNT as of Q1 2025.

  • Venturi Wealth Management reported no remaining Alliant Energy position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 473 Alliant Energy shares in Q1 2025, an estimated $28K.
  • Venturi Wealth Management first reported a position in Alliant Energy in Q1 2020 and held it in 20 quarters.
  • Venturi Wealth Management's Alliant Energy position peaked at $2.44M in Q2 2020.
  • 775 funds tracked by Wall St. Rank held Alliant Energy as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.