Charter Capital Management, LLC\DE

Position in LNT — Alliant Energy Corp

CIK 2076040 BROOKFIELD, WI

Position in LNT

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

Position Value

$672,572

+$19,556 QoQ

Shares Held

8,816

-3.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.17%

of 13F equity value

Holder Rank

#427

of 875 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Charter Capital Management, LLC\DE holds $2,804,930 across 4 Utilities - Regulated Electric names. LNT ranks #2 (24.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	11,037	$1,288,790
2	LNT	Alliant Energy Corp This page	8,816	$672,572
3	NEE	Nextera Energy Inc	5,873	$515,473
4	DUK	Duke Energy CORP	2,592	$328,095

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$672,572	8,816	-3.1%	Shares	Sole	2026-07-24
2026-03-31	$653,016	9,100	0.0%	Shares	Sole	2026-04-27
2025-12-31	$591,591	9,100	0.0%	Shares	Sole	2026-01-22
2025-09-30	$613,431	9,100	0.0%	Shares	Sole	2025-10-28
2025-06-30	$550,277	9,100	—	Shares	Sole	2025-07-15
No filing history on record for this holder in this stock.