AAS
MGEE icon

Avantax Advisory Services’s MGE Energy Inc MGEE Stock Holding History

Avantax Advisory Services’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
2025
Q1 		– Sell
-8,393
Closed -$789K – 2291
2024
Q4 		$789K Sell
8,393
-1,413
-14% -$136K 0.01% 1163
2024
Q3 		$897K Buy
9,806
+191
+2% +$16.3K 0.01% 1090
2024
Q2 		$718K Buy
9,615
+144
+2% +$11.2K 0.01% 1149
2024
Q1 		$746K Sell
9,471
-1,482
-14% -$104K 0.01% 868
2023
Q4 		$792K Buy
10,953
+2,808
+34% +$203K 0.01% 805
2023
Q3 		$558K Sell
8,145
-1,262
-13% -$95.7K 0.01% 902
2023
Q2 		$744K Buy
9,407
+108
+1% +$8.29K 0.01% 792
2023
Q1 		$722K Buy
9,299
+2,166
+30% +$157K 0.01% 776
2022
Q4 		$502K Buy
+7,133
New +$490K 0.01% 865

Other funds holding MGEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avantax Advisory Services's MGEE Position: Q1 2025 in Review

Avantax Advisory Services sold out of MGE Energy Inc (MGEE) in Q1 2025, closing a stake of 8,393 shares — an estimated $789K sold.

Avantax Advisory Services first reported a position in MGEE in Q4 2022 and held it in 9 quarters. The position peaked at $897K in Q3 2024. 295 funds tracked by Wall St. Rank hold MGEE as of Q1 2025.

  • Avantax Advisory Services reported no remaining MGE Energy Inc position as of Q1 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 8,393 MGE Energy Inc shares in Q1 2025, an estimated $789K.
  • Avantax Advisory Services first reported a position in MGE Energy Inc in Q4 2022 and held it in 9 quarters.
  • Avantax Advisory Services's MGE Energy Inc position peaked at $897K in Q3 2024.
  • 295 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.