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WR Wealth Planners’s Alliant Energy LNT Stock Holding History

WR Wealth Planners’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
2024
Q4 		$160K Buy
2,705
+78
+3% +$4.71K 0.05% 177
2024
Q3 		$159K Buy
2,627
+392
+18% +$22.3K 0.04% 214
2024
Q2 		$114K Buy
2,235
+19
+0.9% +$955 0.03% 231
2024
Q1 		$112K Buy
+2,216
New +$109K 0.03% 240
2023
Q4 		– Sell
-2,124
Closed -$103K – 567
2023
Q3 		$103K Sell
2,124
-224
-10% -$11.6K 0.04% 228
2023
Q2 		$123K Buy
2,348
+64
+3% +$3.43K 0.05% 217
2023
Q1 		$122K Buy
+2,284
New +$121K 0.05% 221

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WR Wealth Planners's LNT Position: Q4 2024 in Review

WR Wealth Planners increased its Alliant Energy (LNT) stake by 3% in Q4 2024, buying an estimated $4.71K and bringing the position to 2,705 shares worth $160K. The position accounts for 0.05% of the portfolio, ranked #177.

WR Wealth Planners first reported a position in LNT in Q1 2023 and has held it in 7 quarters since. 718 funds tracked by Wall St. Rank hold LNT as of Q4 2024.

  • WR Wealth Planners held 2,705 shares of Alliant Energy worth $160K as of Q4 2024.
  • WR Wealth Planners bought 78 Alliant Energy shares in Q4 2024, an estimated $4.71K.
  • Alliant Energy made up 0.05% of WR Wealth Planners's portfolio in Q4 2024, its #177 holding.
  • WR Wealth Planners first reported a position in Alliant Energy in Q1 2023 and has held it in 7 quarters since.
  • 718 funds tracked by Wall St. Rank held Alliant Energy as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.