WealthPLAN Partners’s Alliant Energy LNT Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-958	Closed	-$50.3K	–	771
2023 Q2	$50.3K	Sell	958 -33	-3%	-$1.77K	0.01%	509
2023 Q1	$52.9K	Buy	+991	New	+$52.7K	0.01%	542
2017 Q2	–	Sell	-184	Closed	-$7.36K	–	326
2017 Q1	$7.36K	Buy	+184	New	+$7.06K	0.03%	306
2016 Q3	$52.1K	Sell	1,411 -1,508	-52%	-$59.2K	0.02%	327
2016 Q2	$57.5K	Buy	+2,919	New	+$108K	0.01%	845
2015 Q4	$52.4K	Buy	+5,028	New	+$151K	0.01%	606
2015 Q2	$47K	Sell	1,614 -2,836	-64%	-$86K	0.02%	179
2015 Q1	$143K	Buy	+4,450	New	+$145K	0.07%	138

Other funds holding LNT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WealthPLAN Partners's LNT Position: Q3 2023 in Review

WealthPLAN Partners sold out of Alliant Energy (LNT) in Q3 2023, closing a stake of 958 shares — an estimated $50.3K sold.

WealthPLAN Partners first reported a position in LNT in Q1 2015 and held it in 8 quarters. The position peaked at $143K in Q1 2015. 613 funds tracked by Wall St. Rank hold LNT as of Q3 2023.

WealthPLAN Partners reported no remaining Alliant Energy position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 958 Alliant Energy shares in Q3 2023, an estimated $50.3K.
WealthPLAN Partners first reported a position in Alliant Energy in Q1 2015 and held it in 8 quarters.
WealthPLAN Partners's Alliant Energy position peaked at $143K in Q1 2015.
613 funds tracked by Wall St. Rank held Alliant Energy as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.