Altus Wealth Group’s MGE Energy Inc MGEE Stock Holding History

Altus Wealth 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
2021 Q1	–	Sell	-241	Closed	-$17K	–	530
2020 Q4	$17K	Buy	+241	New	+$16.6K	0.02%	405

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

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Altus Wealth Group's MGEE Position: Q1 2021 in Review

Altus Wealth Group sold out of MGE Energy Inc (MGEE) in Q1 2021, closing a stake of 241 shares — an estimated $17K sold.

Altus Wealth Group first reported a position in MGEE in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 177 funds tracked by Wall St. Rank hold MGEE as of Q1 2021.

Altus Wealth Group reported no remaining MGE Energy Inc position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 241 MGE Energy Inc shares in Q1 2021, an estimated $17K.
Altus Wealth Group first reported a position in MGE Energy Inc in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's MGE Energy Inc position peaked at $17K in Q4 2020.
177 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.