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American Portfolios Advisors’s MGE Energy Inc MGEE Stock Holding History

American Portfolios 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
2020
Q2 		– Sell
-26
Closed -$1.7K – 2873
2020
Q1 		$1.7K Sell
26
-122
-82% -$9.1K ﹤0.01% 2447
2019
Q4 		$11.7K Hold
148
– – ﹤0.01% 1938
2019
Q3 		$11.8K Buy
148
+27
+22% +$2.02K ﹤0.01% 1873
2019
Q2 		$8.87K Hold
121
– – ﹤0.01% 1941
2019
Q1 		$8.21K Buy
+121
New +$7.7K ﹤0.01% 1905
2018
Q4 		– Sell
-120
Closed -$7.64K – 2506
2018
Q3 		$7.64K Buy
120
+1
+0.8% +$65 ﹤0.01% 1835
2018
Q2 		$7.5K Buy
119
+1
+0.8% +$58 ﹤0.01% 1834
2018
Q1 		$6.64K Hold
118
– – ﹤0.01% 1772
2017
Q4 		$7.43K Buy
+118
New +$7.68K ﹤0.01% 1668

Other funds holding MGEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Portfolios Advisors's MGEE Position: Q2 2020 in Review

American Portfolios Advisors sold out of MGE Energy Inc (MGEE) in Q2 2020, closing a stake of 26 shares — an estimated $1.7K sold.

American Portfolios Advisors first reported a position in MGEE in Q4 2017 and held it in 9 quarters. The position peaked at $11.8K in Q3 2019. 163 funds tracked by Wall St. Rank hold MGEE as of Q2 2020.

  • American Portfolios Advisors reported no remaining MGE Energy Inc position as of Q2 2020 after selling out during the quarter.
  • American Portfolios Advisors sold 26 MGE Energy Inc shares in Q2 2020, an estimated $1.7K.
  • American Portfolios Advisors first reported a position in MGE Energy Inc in Q4 2017 and held it in 9 quarters.
  • American Portfolios Advisors's MGE Energy Inc position peaked at $11.8K in Q3 2019.
  • 163 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2020.

Based on American Portfolios Advisors's 13F filing for Q2 2020, filed 24 Mar 2023.