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Waverly Advisors’s Alliant Energy LNT Stock Holding History

Waverly 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
2026
Q2 		$530K Buy
6,953
+1,015
+17% +$74K ﹤0.01% 1153
2026
Q1 		$426K Sell
5,938
-42
-0.7% -$2.9K ﹤0.01% 1156
2025
Q4 		$389K Buy
5,980
+1,521
+34% +$102K ﹤0.01% 1109
2025
Q3 		$301K Sell
4,459
-1,976
-31% -$128K ﹤0.01% 1040
2025
Q2 		$389K Buy
6,435
+197
+3% +$12.1K ﹤0.01% 883
2025
Q1 		$401K Buy
6,238
+130
+2% +$7.95K ﹤0.01% 835
2024
Q4 		$361K Buy
6,108
+1,473
+32% +$89K 0.01% 769
2024
Q3 		$281K Sell
4,635
-48
-1% -$2.73K 0.01% 698
2024
Q2 		$238K Sell
4,683
-539
-10% -$27.1K ﹤0.01% 722
2024
Q1 		$263K Buy
+5,222
New +$256K 0.01% 601

Other funds holding LNT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Waverly Advisors's LNT Position: Q2 2026 in Review

Waverly Advisors increased its Alliant Energy (LNT) stake by 17% in Q2 2026, buying an estimated $74K and bringing the position to 6,953 shares worth $530K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

Waverly Advisors first reported a position in LNT in Q1 2024 and has held it in 10 quarters since. 883 funds tracked by Wall St. Rank hold LNT as of Q2 2026.

  • Waverly Advisors held 6,953 shares of Alliant Energy worth $530K as of Q2 2026.
  • Waverly Advisors bought 1,015 Alliant Energy shares in Q2 2026, an estimated $74K.
  • Alliant Energy made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1153 holding.
  • Waverly Advisors first reported a position in Alliant Energy in Q1 2024 and has held it in 10 quarters since.
  • 883 funds tracked by Wall St. Rank held Alliant Energy as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.