Great Waters Wealth Management LNT — ALLIANT ENERGY CORP

Ownership history in Great Waters Wealth Management  ·  9 quarters on record

AI Ownership Summary

Great Waters Wealth Management reported ALLIANT ENERGY CORP (LNT) in 9 quarterly 13F filings from 2024 Q3 through 2026 Q3. Peak portfolio weight reached 0.03% in 2025 Q1. The latest visible filing shows LNT at 0.02% 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 Great Waters Wealth 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
2026 Q3

LNT was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q1

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

Time in book
Holding Window
2024 Q3 to 2026 Q3

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 Great Waters Wealth 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 3,647 — 0% 0.02% $231K 2026-10-07 $nan
2026 Q2 ADDED — — — 3,647 +200 +5.8% 0.03% $278K 2026-07-09 $75.13
2026 Q1 UNCHANGED — — — 3,447 — 0% 0.03% $247K 2026-04-17 $71.74
2025 Q4 UNCHANGED — — — 3,447 — 0% 0.02% $224K 2026-01-15 $65.53
2025 Q3 UNCHANGED — — — 3,447 — 0% 0.03% $232K 2025-10-14 $66.27
2025 Q2 UNCHANGED — — — 3,447 — 0% 0.03% $208K 2025-07-11 $59.74
2025 Q1 UNCHANGED — — — 3,447 — 0% 0.03% $222K 2025-04-14 $58.99
2024 Q4 UNCHANGED — — — 3,447 — 0% 0.03% $204K 2025-01-17 $57.29
2024 Q3 INITIATED — — — 3,447 — — 0.03% $209K 2024-10-04 $56.49

FAQ About Great Waters Wealth 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 Great Waters Wealth Management reported owning LNT?

Great Waters Wealth Management reported LNT across 9 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported LNT position in Great Waters Wealth Management's portfolio?

The largest reported portfolio weight for LNT was 0.03% in 2025 Q1.

What is the latest reported LNT position on this page?

The most recent filing on this page is 2026 Q3, when Great Waters Wealth Management reported 3,647 shares, equal to 0.02% of portfolio, with an estimated market value of $231K.

What does the chart on this LNT ownership page compare?

The chart compares Great Waters Wealth 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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