Performance Wealth Partners, LLC

Position in LNT — Alliant Energy Corp

CIK 1908765 HINSDALE, IL

Position in LNT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$509,006

+$31,802 QoQ

Shares Held

6,672

+0.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#473

of 875 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Performance Wealth Partners, LLC holds $978,889 across 3 Utilities - Regulated Electric names. LNT ranks #1 (52.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LNT	Alliant Energy Corp This page	6,672	$509,006
2	ED	Consolidated Edison Inc	2,320	$256,661
3	WEC	Wec Energy Group, Inc.	1,826	$213,222

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$509,006	6,672	+0.3%	Shares	Sole	2026-08-07
2026-03-31	$477,204	6,650	+0.0%	Shares	Sole	2026-04-10
2025-12-31	$432,121	6,647	-2.9%	Shares	Sole	2026-01-21
2025-09-30	$461,556	6,847	-7.1%	Shares	Sole	2025-11-07
2025-06-30	$445,603	7,369	0.0%	Shares	Sole	2025-07-28
2025-03-31	$474,195	7,369	0.0%	Shares	Sole	2025-04-22
2024-12-31	$435,802	7,369	0.0%	Shares	Sole	2025-01-17
2024-09-30	$447,224	7,369	+8.8%	Shares	Sole	2024-10-10
2024-06-30	$344,796	6,774	0.0%	Shares	Sole	2024-07-22
2024-03-31	$341,409	6,774	0.0%	Shares	Sole	2024-04-30
2023-12-31	$347,506	6,774	0.0%	Shares	Sole	2024-01-22
2023-09-30	$328,200	6,774	0.0%	Shares	Sole	2023-10-30
2023-06-30	$355,499	6,774	0.0%	Shares	Sole	2023-07-13
2023-03-31	$361,731	6,774	0.0%	Shares	Sole	2023-04-20
2022-12-31	$373,992	6,774	0.0%	Shares	Sole	2023-01-19
2022-09-30	$358,954	6,774	0.0%	Shares	Sole	2022-10-17
2022-06-30	$397,024	6,774	0.0%	Shares	Sole	2022-07-15
2022-03-31	$423,239	6,774	0.0%	Shares	Sole	2022-04-21
2021-12-31	$416,397	6,774	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.