Allianz Asset Management
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Allianz Asset Management’s MGE Energy Inc MGEE Stock Holding History

Allianz Asset 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
2025
Q1 		– Sell
-4,100
Closed -$385K – 2309
2024
Q4 		$385K Sell
4,100
-3,700
-47% -$357K ﹤0.01% 1936
2024
Q3 		$713K Buy
+7,800
New +$667K ﹤0.01% 1750

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Allianz Asset Management's MGEE Position: Q1 2025 in Review

Allianz Asset Management sold out of MGE Energy Inc (MGEE) in Q1 2025, closing a stake of 4,100 shares — an estimated $385K sold.

Allianz Asset Management first reported a position in MGEE in Q3 2024 and held it in 2 quarters. The position peaked at $713K in Q3 2024. 295 funds tracked by Wall St. Rank hold MGEE as of Q1 2025.

  • Allianz Asset Management reported no remaining MGE Energy Inc position as of Q1 2025 after selling out during the quarter.
  • Allianz Asset Management sold 4,100 MGE Energy Inc shares in Q1 2025, an estimated $385K.
  • Allianz Asset Management first reported a position in MGE Energy Inc in Q3 2024 and held it in 2 quarters.
  • Allianz Asset Management's MGE Energy Inc position peaked at $713K in Q3 2024.
  • 295 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2025.

Based on Allianz Asset Management's 13F filing for Q1 2025, filed 5 May 2025.