LGT Financial Advisors LLC

Position in LNT — Alliant Energy Corp

CIK 1965191 DALLAS, TX

Position in LNT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$9,307

+$625 QoQ

Shares Held

122

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#790

of 875 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

LGT Financial Advisors LLC holds $213,686 across 5 Utilities - Regulated Electric names. LNT ranks #3 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	1,008	$137,904
2	DUK	Duke Energy CORP	415	$52,530
3	LNT	Alliant Energy Corp This page	122	$9,307
4	XEL	Xcel Energy Inc	87	$6,986
5	IDA	Idacorp Inc	46	$6,959

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,307	122	+0.8%	Shares	Sole	2026-07-24
2026-03-31	$8,682	121	+0.8%	Shares	Sole	2026-04-28
2025-12-31	$7,801	120	+0.8%	Shares	Sole	2026-02-13
2025-09-30	$8,021	119	+0.8%	Shares	Sole	2025-11-17
2025-06-30	$7,135	118	+0.9%	Shares	Sole	2025-07-30
2025-03-31	$7,528	117	-85.1%	Shares	Sole	2025-05-08
2024-12-31	$46,424	785	+0.1%	Shares	Sole	2025-02-14
2024-09-30	$47,580	784	-47.3%	Shares	Sole	2024-10-31
2024-06-30	$75,789	1,489	-59.5%	Shares	Sole	2024-08-05
2024-03-31	$185,519	3,681	-4.0%	Shares	Sole	2024-05-02
2023-12-31	$196,735	3,835	+2.5%	Shares	Sole	2024-02-12
2023-09-30	$181,299	3,742	—	Shares	Sole	2023-11-01
No filing history on record for this holder in this stock.