Modern Wealth Management, LLC

Position in LNT — Alliant Energy Corp

CIK 2001900 KANSAS CITY, MO

Position in LNT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$934,780

+$72,515 QoQ

Shares Held

12,253

+2.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#373

of 875 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Utilities · as of Jun 30, 2026

Modern Wealth Management, LLC holds $44,914,548 across 23 Utilities - Regulated Electric names. LNT ranks #12 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	273,000	$23,961,208
2	SO	Southern Co	33,350	$3,191,926
3	DTE	Dte Energy Co	15,030	$2,290,120
4	DUK	Duke Energy CORP	16,984	$2,149,831
5	XEL	Xcel Energy Inc	20,279	$1,628,402
6	EXC	Exelon Corp	28,172	$1,313,377
7	FE	Firstenergy Corp	23,774	$1,130,215
8	WEC	Wec Energy Group, Inc.	9,104	$1,063,072

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$934,780	12,253	+2.0%	Shares	Other	2026-08-14
2026-03-31	$862,265	12,016	+0.5%	Shares	Other	2026-05-14
2025-12-31	$776,997	11,952	+1.1%	Shares	Other	2026-02-17
2025-09-30	$796,986	11,823	+2.3%	Shares	Other	2025-11-12
2025-06-30	$698,609	11,553	+1.1%	Shares	Sole	2025-11-12
2025-03-31	$735,454	11,429	-0.0%	Shares	Other	2025-06-02
2024-12-31	$676,205	11,434	-2.1%	Shares	Other	2025-05-30
2024-09-30	$708,858	11,680	+0.1%	Shares	Other	2025-05-30
2024-06-30	$594,002	11,670	+0.6%	Shares	Other	2025-05-29
2024-03-31	$584,840	11,604	+0.5%	Shares	Other	2025-05-29
2023-12-31	$592,258	11,545	—	Shares	Other	2025-05-28
No filing history on record for this holder in this stock.