AJO LP’s MGE Energy Inc MGEE Stock Holding History

AJO LP’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
2020 Q4	–	Sell	-72	Closed	-$4K	–	503
2020 Q3	$4K	Buy	+72	New	+$4.67K	﹤0.01%	678

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 Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 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

AJO LP's MGEE Position: Q4 2020 in Review

AJO LP sold out of MGE Energy Inc (MGEE) in Q4 2020, closing a stake of 72 shares — an estimated $4K sold.

AJO LP first reported a position in MGEE in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 173 funds tracked by Wall St. Rank hold MGEE as of Q4 2020.

AJO LP reported no remaining MGE Energy Inc position as of Q4 2020 after selling out during the quarter.
AJO LP sold 72 MGE Energy Inc shares in Q4 2020, an estimated $4K.
AJO LP first reported a position in MGE Energy Inc in Q3 2020 and held it in 1 quarter.
AJO LP's MGE Energy Inc position peaked at $4K in Q3 2020.
173 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2020.

Based on AJO LP's 13F filing for Q4 2020, filed 5 Feb 2021.