ALLIANT ENERGY CORP (LNT)

Sector: Utilities

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2026 Annual Meeting Analysis

ALLIANT ENERGY CORP · Meeting: May 20, 2026

Policy v1.2high confidenceView Filing ↗
For informational purposes only. This AI-generated analysis applies a published voting policy to publicly available proxy filings. It does not constitute investment advice, proxy voting advice, or a solicitation of any kind. AI analysis may be incomplete or inaccurate — always review the actual filing and make your own independent decision.

Directors FOR

4

Directors AGAINST

0

Say on Pay

FOR

Auditor

FOR

Director Elections

Election of Four Director Nominees

4 FOR
✓ FOR
Patrick Allen

Long-tenured independent Board Chair with strong financial expertise (former CFO, CPA); LNT's 3-year TSR of +54.9% outperforms the peer median of +48.4% by +6.5pp, well within the 50pp threshold for strong-positive-TSR companies, and no other policy flags apply.

✓ FOR
Manu Asthana

Joined the board in 2026, well within the 24-month new-director exemption from the TSR trigger; brings deep energy industry expertise as former CEO of PJM Interconnection, the largest power grid operator in North America.

✓ FOR
Ignacio Cortina

Joined the board in 2023, which is less than 3 years ago but more than 24 months; LNT's 3-year TSR outperforms the peer median so the TSR trigger does not fire regardless, and no other policy flags apply.

✓ FOR
Michael Garcia

Director since 2020 with relevant operational leadership experience; LNT's 3-year TSR of +54.9% outperforms the peer median of +48.4% by +6.5pp, well within the 50pp threshold, and no other policy flags apply.

All four nominees receive a FOR vote. Alliant Energy's 3-year total shareholder return of +54.9% beats the company-disclosed peer group median of +48.4% by approximately 6.5 percentage points, far below the 50-percentage-point underperformance threshold that would trigger concerns for a strong-positive-TSR company. No overboarding, attendance, independence, or other governance issues were identified for any nominee.

Say on Pay

✓ FOR

CEO

Lisa Barton

Total Comp

$8,999,073

Prior Support

96%%

CEO total compensation of approximately $9.0 million is reasonable for a large-cap utility ($18.5 billion market cap) with strong performance, and the prior Say on Pay vote received over 96% shareholder support, indicating broad approval of the compensation program. The pay structure is well-designed: 75% of long-term equity awards are performance-based (tied to relative total shareholder return, net income growth, and renewable energy targets over a three-year period), with only 25% being time-vested restricted stock units, meaning the majority of pay is genuinely at risk. LNT's 3-year total shareholder return of +54.9% outperforms the peer group median, and the 2023-2025 performance share cycle paid out at 145% of target for TSR performance — a result that reflects actual outperformance rather than a windfall, supporting alignment between executive pay and shareholder experience.

Auditor Ratification

✓ FOR

Auditor

Deloitte & Touche LLP

Tenure

N/A

Audit Fees

$3,235,000

Non-Audit Fees

$218,000

Non-audit fees (audit-related fees of $206,000 plus tax fees of $8,000 plus other fees of $4,000 = $218,000) represent approximately 6.7% of audit fees ($3,235,000), well below the 50% threshold that would raise independence concerns. Auditor tenure is not disclosed in the proxy, so the tenure trigger does not fire per policy. Deloitte & Touche is a Big 4 firm fully appropriate for an $18.5 billion market-cap utility.

Overall Assessment

Alliant Energy's 2026 annual meeting presents a clean ballot with no significant governance concerns: all four director nominees are well-qualified and the company's stock has outperformed its peer group over three years, the auditor relationship with Deloitte & Touche shows minimal non-audit fees well within independence thresholds, and the executive compensation program is majority performance-based with strong prior shareholder support of 96%. All three proposals warrant a FOR vote.

Filing date: March 30, 2026·Policy v1.2·high confidence

Compensation Peer Group

20 companies disclosed in 2026 proxy filing

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IDAIDACORP, Inc.
MDUMDU Resources Group, Inc.
NINiSource Inc.
OGEOGE Energy Corporation
PNWPinnacle West Capital Corporation
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PPLPPL Corp
PEGPublic Service Enterprise Group
SWXSouthwest Gas Holdings Inc
TXNMTXNM Energy, Inc.
WECWEC Energy Group, Inc.