Aperio Group’s MGE Energy Inc MGEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.59M | Buy |
22,670
+720
| +3% | +$49.7K | ﹤0.01% | 1342 |
|
|
2020
Q3 | $1.38M | Buy |
21,950
+405
| +2% | +$26.2K | ﹤0.01% | 1290 |
|
|
2020
Q2 | $1.39M | Sell |
21,545
-2,880
| -12% | -$188K | 0.01% | 1265 |
|
|
2020
Q1 | $1.6M | Sell |
24,425
-2,756
| -10% | -$206K | 0.01% | 1110 |
|
|
2019
Q4 | $2.14M | Sell |
27,181
-638
| -2% | -$49.1K | 0.01% | 1063 |
|
|
2019
Q3 | $2.22M | Buy |
27,819
+1,511
| +6% | +$113K | 0.01% | 1005 |
|
|
2019
Q2 | $1.92M | Buy |
26,308
+493
| +2% | +$33.9K | 0.01% | 1074 |
|
|
2019
Q1 | $1.76M | Sell |
25,815
-1,245
| -5% | -$79.2K | 0.01% | 1084 |
|
|
2018
Q4 | $1.62M | Buy |
27,060
+631
| +2% | +$40.2K | 0.01% | 1072 |
|
|
2018
Q3 | $1.69M | Sell |
26,429
-148
| -0.6% | -$9.6K | 0.01% | 1129 |
|
|
2018
Q2 | $1.68M | Sell |
26,577
-4,301
| -14% | -$251K | 0.01% | 1109 |
|
|
2018
Q1 | $1.73M | Buy |
30,878
+2,163
| +8% | +$123K | 0.01% | 1065 |
|
|
2017
Q4 | $1.81M | Sell |
28,715
-2,101
| -7% | -$137K | 0.01% | 1021 |
|
|
2017
Q3 | $1.99M | Sell |
30,816
-3,206
| -9% | -$207K | 0.01% | 941 |
|
|
2017
Q2 | $2.19M | Sell |
34,022
-5,228
| -13% | -$341K | 0.01% | 876 |
|
|
2017
Q1 | $2.55M | Sell |
39,250
-455
| -1% | -$28.8K | 0.02% | 784 |
|
|
2016
Q4 | $2.59M | Buy |
39,705
+1,201
| +3% | +$71.8K | 0.02% | 731 |
|
|
2016
Q3 | $2.18M | Buy |
38,504
+6,406
| +20% | +$361K | 0.02% | 805 |
|
|
2016
Q2 | $1.81M | Buy |
32,098
+670
| +2% | +$34.7K | 0.01% | 847 |
|
|
2016
Q1 | $1.64M | Buy |
31,428
+7,791
| +33% | +$384K | 0.01% | 852 |
|
|
2015
Q4 | $1.1M | Buy |
23,637
+1,920
| +9% | +$82.3K | 0.01% | 978 |
|
|
2015
Q3 | $895K | Buy |
21,717
+3,751
| +21% | +$148K | 0.01% | 1019 |
|
|
2015
Q2 | $696K | Sell |
17,966
-2,880
| -14% | -$117K | 0.01% | 1144 |
|
|
2015
Q1 | $924K | Sell |
20,846
-2,249
| -10% | -$100K | 0.01% | 971 |
|
|
2014
Q4 | $1.05M | Sell |
23,095
-2,949
| -11% | -$128K | 0.01% | 886 |
|
|
2014
Q3 | $970K | Sell |
26,044
-1,673
| -6% | -$65.4K | 0.01% | 873 |
|
|
2014
Q2 | $1.1M | Sell |
27,717
-7,172
| -21% | -$273K | 0.02% | 813 |
|
|
2014
Q1 | $1.37M | Buy |
+34,889
| New | +$1.33M | 0.02% | 853 |
|
|
2013
Q4 | – | Sell |
-37,257
| Closed | -$1.38M | – | 908 |
|
|
2013
Q3 | $1.36M | Buy |
37,257
+3,294
| +10% | +$123K | 0.03% | 726 |
|
|
2013
Q2 | $1.24M | Buy |
+33,963
| New | +$1.24M | 0.03% | 681 |
|
Other funds holding MGEE
Aperio Group's MGEE Position: Q4 2020 in Review
Aperio Group increased its MGE Energy Inc (MGEE) stake by 3.3% in Q4 2020, buying an estimated $49.7K and bringing the position to 22,670 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1342.
Aperio Group first reported a position in MGEE in Q2 2013 and has held it in 30 quarters since. The position peaked at $2.59M in Q4 2016. 174 funds tracked by Wall St. Rank hold MGEE as of Q4 2020.
- Aperio Group held 22,670 shares of MGE Energy Inc worth $1.59M as of Q4 2020.
- Aperio Group bought 720 MGE Energy Inc shares in Q4 2020, an estimated $49.7K.
- MGE Energy Inc made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1342 holding.
- Aperio Group first reported a position in MGE Energy Inc in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's MGE Energy Inc position peaked at $2.59M in Q4 2016.
- 174 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.