1834 Investment Advisors’s MGE Energy Inc MGEE Stock Holding History

1834 Investment Advisors’s Portfolio MGEE Stock Details MGEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,068	Closed	-$83K	–	352
2022 Q2	$83K	Hold	1,068	–	–	0.01%	238
2022 Q1	$85K	Hold	1,068	–	–	0.01%	226
2021 Q4	$88K	Hold	1,068	–	–	0.01%	236
2021 Q3	$78K	Hold	1,068	–	–	0.01%	246
2021 Q2	$80K	Hold	1,068	–	–	0.01%	247
2021 Q1	$76K	Hold	1,068	–	–	0.01%	249
2020 Q4	$75K	Hold	1,068	–	–	0.01%	245
2020 Q3	$67K	Hold	1,068	–	–	0.01%	249
2020 Q2	$69K	Hold	1,068	–	–	0.01%	227
2020 Q1	$70K	Sell	1,068 -525	-33%	-$39.2K	0.01%	234
2019 Q4	$126K	Hold	1,593	–	–	0.02%	225
2019 Q3	$127K	Hold	1,593	–	–	0.02%	226
2019 Q2	$116K	Sell	1,593 -1,594	-50%	-$110K	0.02%	224
2019 Q1	$217K	Hold	3,187	–	–	0.03%	188
2018 Q4	$191K	Hold	3,187	–	–	0.03%	182
2018 Q3	$203K	Hold	3,187	–	–	0.03%	188
2018 Q2	$201K	Hold	3,187	–	–	0.03%	179
2018 Q1	$179K	Hold	3,187	–	–	0.03%	184
2017 Q4	$201K	Buy	+3,187	New	+$207K	0.03%	170
2017 Q2	–	Sell	-4,587	Closed	-$298K	–	183
2017 Q1	$298K	Sell	4,587 -88	-2%	-$5.57K	0.06%	159
2016 Q4	$305K	Hold	4,675	–	–	0.06%	149
2016 Q3	$264K	Hold	4,675	–	–	0.06%	151
2016 Q2	$264K	Sell	4,675 -100	-2%	-$5.18K	0.06%	155
2016 Q1	$249K	Hold	4,775	–	–	0.06%	154
2015 Q4	$222K	Buy	+4,775	New	+$205K	0.05%	168
2015 Q2	–	Sell	-4,800	Closed	-$213K	–	156
2015 Q1	$213K	Hold	4,800	–	–	0.06%	154
2014 Q4	$219K	Buy	+4,800	New	+$208K	0.06%	149

Other funds holding MGEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

1834 Investment Advisors's MGEE Position: Q3 2022 in Review

1834 Investment Advisors sold out of MGE Energy Inc (MGEE) in Q3 2022, closing a stake of 1,068 shares — an estimated $83K sold.

1834 Investment Advisors first reported a position in MGEE in Q4 2014 and held it in 27 quarters. The position peaked at $305K in Q4 2016. 198 funds tracked by Wall St. Rank hold MGEE as of Q3 2022.

1834 Investment Advisors reported no remaining MGE Energy Inc position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 1,068 MGE Energy Inc shares in Q3 2022, an estimated $83K.
1834 Investment Advisors first reported a position in MGE Energy Inc in Q4 2014 and held it in 27 quarters.
1834 Investment Advisors's MGE Energy Inc position peaked at $305K in Q4 2016.
198 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.