American State Bank (Iowa)’s MGE Energy Inc MGEE Stock Holding History

American State Bank (Iowa)’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
2024 Q1	–	Sell	-1,800	Closed	-$130K	–	236
2023 Q4	$130K	Hold	1,800	–	–	0.08%	146
2023 Q3	$123K	Hold	1,800	–	–	0.09%	144
2023 Q2	$142K	Hold	1,800	–	–	0.1%	141
2023 Q1	$140K	Hold	1,800	–	–	0.1%	144
2022 Q4	$127K	Hold	1,800	–	–	0.1%	142
2022 Q3	$118K	Hold	1,800	–	–	0.1%	142
2022 Q2	$140K	Hold	1,800	–	–	0.11%	137
2022 Q1	$144K	Hold	1,800	–	–	0.1%	144
2021 Q4	$148K	Hold	1,800	–	–	0.1%	141
2021 Q3	$132K	Hold	1,800	–	–	0.1%	140
2021 Q2	$134K	Hold	1,800	–	–	0.1%	142
2021 Q1	$129K	Hold	1,800	–	–	0.11%	138
2020 Q4	$126K	Buy	+1,800	New	+$124K	0.12%	131

Other funds holding MGEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American State Bank (Iowa)'s MGEE Position: Q1 2024 in Review

American State Bank (Iowa) sold out of MGE Energy Inc (MGEE) in Q1 2024, closing a stake of 1,800 shares — an estimated $130K sold.

American State Bank (Iowa) first reported a position in MGEE in Q4 2020 and held it in 13 quarters. The position peaked at $148K in Q4 2021. 227 funds tracked by Wall St. Rank hold MGEE as of Q1 2024.

American State Bank (Iowa) reported no remaining MGE Energy Inc position as of Q1 2024 after selling out during the quarter.
American State Bank (Iowa) sold 1,800 MGE Energy Inc shares in Q1 2024, an estimated $130K.
American State Bank (Iowa) first reported a position in MGE Energy Inc in Q4 2020 and held it in 13 quarters.
American State Bank (Iowa)'s MGE Energy Inc position peaked at $148K in Q4 2021.
227 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2024.

Based on American State Bank (Iowa)'s 13F filing for Q1 2024, filed 14 Apr 2026.