Eagle Ridge Investment Management LNT ALLIANT ENERGY CORP

Ownership history in Eagle Ridge Investment Management  ·  3 quarters on record

AI Ownership Summary

Eagle Ridge Investment Management reported ALLIANT ENERGY CORP (LNT) in 3 quarterly 13F filings from 2024 Q2 through 2024 Q4. Peak portfolio weight reached 2.86% in 2024 Q3. The latest visible filing shows LNT at 2.74% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LNT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Eagle Ridge Investment Management's position in ALLIANT ENERGY CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q4

LNT was reported at 2.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.86% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2024 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Eagle Ridge Investment Management held LNT — position size vs. price
% of Fund (quarterly)    LNT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 REDUCED 531,118 -5,264 -1.0% 2.74% $31.4M 2025-02-14 (Est.) $58.98
2024 Q3 ADDED 536,382 +9,777 +1.9% 2.86% $32.6M 2024-10-23 $58.56
2024 Q2 INITIATED 526,605 2.48% $26.8M 2024-07-24 $52.19

FAQ About Eagle Ridge Investment Management and LNT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Eagle Ridge Investment Management reported owning LNT?

Eagle Ridge Investment Management reported LNT across 3 quarterly 13F filings, from 2024 Q2 through 2024 Q4.

What was the largest reported LNT position in Eagle Ridge Investment Management's portfolio?

The largest reported portfolio weight for LNT was 2.86% in 2024 Q3.

What is the latest reported LNT position on this page?

The most recent filing on this page is 2024 Q4, when Eagle Ridge Investment Management reported 531,118 shares, equal to 2.74% of portfolio, with an estimated market value of $31.4M.

What does the chart on this LNT ownership page compare?

The chart compares Eagle Ridge Investment Management's quarterly LNT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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