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Wealthspire Advisors (Maryland)’s Alliant Energy LNT Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$572K Sell
11,083
-1,156
-9% -$60.4K 0.02% 244
2020
Q2 		$586K Sell
12,239
-826
-6% -$40.2K 0.04% 228
2020
Q1 		$631K Sell
13,065
-1,138
-8% -$62.3K 0.05% 205
2019
Q4 		$777K Sell
14,203
-2
-0% -$106 0.05% 210
2019
Q3 		$766K Buy
14,205
+3,482
+32% +$179K 0.06% 185
2019
Q2 		$526K Sell
10,723
-514
-5% -$24.5K 0.04% 246
2019
Q1 		$530K Buy
11,237
+195
+2% +$8.73K 0.04% 246
2018
Q4 		$467K Sell
11,042
-906
-8% -$39.8K 0.04% 233
2018
Q3 		$509K Hold
11,948
– – 0.04% 243
2018
Q2 		$506K Sell
11,948
-19
-0.2% -$782 0.05% 234
2018
Q1 		$489K Sell
11,967
-1,306
-10% -$51.5K 0.05% 249
2017
Q4 		$566K Sell
13,273
-562
-4% -$24.5K 0.06% 231
2017
Q3 		$575K Buy
13,835
+118
+0.9% +$4.91K 0.06% 215
2017
Q2 		$551K Sell
13,717
-5,366
-28% -$217K 0.07% 211
2017
Q1 		$756K Sell
19,083
-346
-2% -$13.3K 0.11% 124
2016
Q4 		$736K Sell
19,429
-275
-1% -$10.2K 0.11% 124
2016
Q3 		$755K Buy
19,704
+158
+0.8% +$6.2K 0.12% 122
2016
Q2 		$776K Buy
19,546
+200
+1% +$7.42K 0.13% 120
2016
Q1 		$719K Sell
19,346
-1,600
-8% -$53.9K 0.13% 117
2015
Q4 		$654K Buy
+20,946
New +$630K 0.12% 121

Other funds holding LNT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s LNT Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Alliant Energy (LNT) stake by 9.4% in Q3 2020, selling an estimated $60.4K and leaving 11,083 shares worth $572K. The position accounts for 0.02% of the portfolio, ranked #244.

Wealthspire Advisors (Maryland) first reported a position in LNT in Q4 2015 and has held it in 20 quarters since. The position peaked at $777K in Q4 2019. 554 funds tracked by Wall St. Rank hold LNT as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 11,083 shares of Alliant Energy worth $572K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 1,156 Alliant Energy shares in Q3 2020, an estimated $60.4K.
  • Alliant Energy made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #244 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Alliant Energy in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Alliant Energy position peaked at $777K in Q4 2019.
  • 554 funds tracked by Wall St. Rank held Alliant Energy as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.