AG
MGEE icon

Advisor Group’s MGE Energy Inc MGEE Stock Holding History

Advisor Group’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
2019
Q4 		$229K Sell
2,903
-330
-10% -$25.4K ﹤0.01% 2291
2019
Q3 		$258K Buy
3,233
+6
+0.2% +$449 ﹤0.01% 2130
2019
Q2 		$237K Buy
3,227
+171
+6% +$11.8K ﹤0.01% 2172
2019
Q1 		$208K Sell
3,056
-124
-4% -$7.89K ﹤0.01% 2257
2018
Q4 		$191K Sell
3,180
-168
-5% -$10.7K ﹤0.01% 2124
2018
Q3 		$214K Buy
3,348
+623
+23% +$40.4K ﹤0.01% 2115
2018
Q2 		$172K Buy
2,725
+57
+2% +$3.32K ﹤0.01% 2089
2018
Q1 		$150K Sell
2,668
-382
-13% -$21.7K ﹤0.01% 2203
2017
Q4 		$193K Buy
3,050
+465
+18% +$30.2K ﹤0.01% 2031
2017
Q3 		$167K Buy
2,585
+7
+0.3% +$453 ﹤0.01% 1984
2017
Q2 		$166K Sell
2,578
-745
-22% -$48.6K ﹤0.01% 1934
2017
Q1 		$216K Buy
3,323
+838
+34% +$53K ﹤0.01% 1600
2016
Q4 		$163K Sell
2,485
-501
-17% -$29.9K ﹤0.01% 1708
2016
Q3 		$169K Buy
2,986
+6
+0.2% +$338 ﹤0.01% 1647
2016
Q2 		$168K Buy
+2,980
New +$154K ﹤0.01% 1574

Other funds holding MGEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisor Group's MGEE Position: Q4 2019 in Review

Advisor Group reduced its MGE Energy Inc (MGEE) stake by 10% in Q4 2019, selling an estimated $25.4K and leaving 2,903 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #2291.

Advisor Group first reported a position in MGEE in Q2 2016 and has held it in 15 quarters since. The position peaked at $258K in Q3 2019. 182 funds tracked by Wall St. Rank hold MGEE as of Q4 2019.

  • Advisor Group held 2,903 shares of MGE Energy Inc worth $229K as of Q4 2019.
  • Advisor Group sold 330 MGE Energy Inc shares in Q4 2019, an estimated $25.4K.
  • MGE Energy Inc made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2291 holding.
  • Advisor Group first reported a position in MGE Energy Inc in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's MGE Energy Inc position peaked at $258K in Q3 2019.
  • 182 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.