AE Wealth Management’s MGE Energy Inc MGEE Stock Holding History

AE Wealth Management’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
2024 Q1	–	Sell	-6,004	Closed	-$394K	–	1661
2023 Q4	$394K	Buy	6,004 +72	+1%	+$5.21K	﹤0.01%	1577
2023 Q3	$406K	Sell	5,932 -28	-0.5%	-$2.12K	﹤0.01%	1488
2023 Q2	$471K	Buy	5,960 +5	+0.1%	+$384	﹤0.01%	1429
2023 Q1	$463K	Buy	5,955 +145	+2%	+$10.5K	﹤0.01%	1382
2022 Q4	$409K	Buy	5,810 +20	+0.3%	+$1.37K	﹤0.01%	1385
2022 Q3	$380K	Buy	5,790 +1,712	+42%	+$134K	﹤0.01%	1377
2022 Q2	$317K	Buy	4,078 +400	+11%	+$31.9K	﹤0.01%	1414
2022 Q1	$293K	Buy	3,678 +860	+31%	+$65.4K	﹤0.01%	1425
2021 Q4	$232K	Buy	+2,818	New	+$216K	﹤0.01%	1548
2021 Q1	–	Sell	-7,050	Closed	-$494K	–	1537
2020 Q4	$494K	Buy	+7,050	New	+$486K	0.01%	965

Other funds holding MGEE

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

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

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

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AE Wealth Management's MGEE Position: Q1 2024 in Review

AE Wealth Management sold out of MGE Energy Inc (MGEE) in Q1 2024, closing a stake of 6,004 shares — an estimated $394K sold.

AE Wealth Management first reported a position in MGEE in Q4 2020 and held it in 10 quarters. The position peaked at $494K in Q4 2020. 227 funds tracked by Wall St. Rank hold MGEE as of Q1 2024.

AE Wealth Management reported no remaining MGE Energy Inc position as of Q1 2024 after selling out during the quarter.
AE Wealth Management sold 6,004 MGE Energy Inc shares in Q1 2024, an estimated $394K.
AE Wealth Management first reported a position in MGE Energy Inc in Q4 2020 and held it in 10 quarters.
AE Wealth Management's MGE Energy Inc position peaked at $494K in Q4 2020.
227 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.