LNT β€” ALLIANT ENERGY CORP

Ownership history in BROWN ADVISORY INC  Β·  9 quarters on record

This page tracks every 13F SEC filing in which BROWN ADVISORY INC reported a position in ALLIANT ENERGY CORP (LNT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.01% (2018 Q2)
πŸ“Š Avg. % of fund
0.0%
πŸ“… First filed
2018 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
9

Position Intelligence

BROWN ADVISORY INC Γ— LNT AI Analytics

πŸ“‰ BROWN ADVISORY INC underperformed the S&P 500 by –33.3% annually on this LNT position. Timing score: 67% (4/6 decisions correct). Average cost basis: $45.46. Maximum drawdown during holding period: –5.2%.

πŸ“ˆ Position Alpha vs SPY
-33.3%
annualised excess return

❌ Significantly underperformed the S&P 500 by 33.3% ann.
7 quarters analyzed

⏱️ Timing Score
67%

βœ… Decent timing β€” more right than wrong on entries and exits.
4 of 6 add/trim decisions correct

πŸ’° Entry Quality
$45.46
+46.0% vs current ($66.37)

Best entry: $33.63 (2018 Q3)  Β·  Worst: $59.07 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–5.2%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

4 adds Β· 4 trims. Bought during 2 of 2 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    LNT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,108 -153 -3.6% 0.00% $277K $66.37
2025 Q2 ADDED 4,261 +278 +7.0% 0.00% $258K $59.07
2025 Q1 REDUCED 3,983 -1,102 -21.7% 0.00% $256K $62.34
2024 Q4 ADDED 5,085 +1,285 +33.8% 0.00% $301K $56.81
2024 Q3 REDUCED 3,800 -47,825 -92.6% 0.00% $231K $57.82
2019 Q1 UNCHANGED 51,625 β€” 0% 0.01% $2.4M $37.83
2018 Q4 REDUCED 51,625 -17,143 -24.9% 0.01% $2.2M $33.63
2018 Q3 ADDED 68,768 +1,553 +2.3% 0.01% $2.9M $33.63
2018 Q2 INITIATED 67,215 β€” β€” 0.01% $2.8M β€”

🏒 Other funds also holding LNT

As of 2025 Q4 β€” sorted by position size

REAVES W H & CO INC 3Y 7Y 3.48% LIBERTY ONE INVESTMENT MANAGEMENT, LLC 3Y 3.19% Delos Wealth Advisors, LLC 3Y 2.91% GODSEY & GIBB, INC 3Y 7Y 2.16% HITE Hedge Asset Management LLC 3Y 7Y 2.08% MAIRS & POWER INC 3Y 7Y 1.85% Magellan Asset Management Ltd 3Y 7Y 1.72% OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 3Y 7Y 1.7% Aventail Capital Group, LP 3Y 1.65% ANCHOR CAPITAL ADVISORS LLC 3Y 7Y 1.47%
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