STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
Position in LNT — Alliant Energy Corp
CIK 2056591
APPLETON, WI
Position in LNT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$286,316
+$37,668 QoQ
Shares Held
3,753
+8.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#576
of 875 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LNT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026STONEHAVEN WEALTH & TAX SOLUTIONS, LLC holds $690,690 across 2 Utilities - Regulated Electric names. LNT ranks #2 (41.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
3,463 | $404,374 | |
| 2 | LNT |
Alliant Energy Corp
This page
|
3,753 | $286,316 |
All Filings in LNT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,316 | 3,753 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $248,648 | 3,465 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $202,181 | 3,110 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||