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

Alera 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
2019
Q1 		– Sell
-23
Closed -$1K – 1277
2018
Q4 		$1K Buy
+23
New +$1.47K ﹤0.01% 952

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State Street
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Victory Capital Management
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alera Investment Advisors's MGEE Position: Q1 2019 in Review

Alera Investment Advisors sold out of MGE Energy Inc (MGEE) in Q1 2019, closing a stake of 23 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in MGEE in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 157 funds tracked by Wall St. Rank hold MGEE as of Q1 2019.

  • Alera Investment Advisors reported no remaining MGE Energy Inc position as of Q1 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 23 MGE Energy Inc shares in Q1 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in MGE Energy Inc in Q4 2018 and held it in 1 quarter.
  • Alera Investment Advisors's MGE Energy Inc position peaked at $1K in Q4 2018.
  • 157 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2019.

Based on Alera Investment Advisors's 13F filing for Q1 2019, filed 14 May 2019.