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Aperio Group’s MGE Energy Inc MGEE Stock Holding History

Aperio 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
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 		$1.75M 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% -$99.8K 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 		$1.09M 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 		$1.35M 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

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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. 173 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.
  • 173 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.