APP
MGEE icon

Avantax Planning Partners’s MGE Energy Inc MGEE Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-608
Closed -$39K – 837
2018
Q3 		$39K Buy
+608
New +$39.4K ﹤0.01% 542
2018
Q2 		– Sell
-608
Closed -$34K – 968
2018
Q1 		$34K Buy
+608
New +$34.6K ﹤0.01% 609

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
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Avantax Planning Partners's MGEE Position: Q4 2018 in Review

Avantax Planning Partners sold out of MGE Energy Inc (MGEE) in Q4 2018, closing a stake of 608 shares — an estimated $39K sold.

Avantax Planning Partners first reported a position in MGEE in Q1 2018 and held it in 2 quarters. The position peaked at $39K in Q3 2018. 157 funds tracked by Wall St. Rank hold MGEE as of Q4 2018.

  • Avantax Planning Partners reported no remaining MGE Energy Inc position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 608 MGE Energy Inc shares in Q4 2018, an estimated $39K.
  • Avantax Planning Partners first reported a position in MGE Energy Inc in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's MGE Energy Inc position peaked at $39K in Q3 2018.
  • 157 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.