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Avior Wealth Management’s MGE Energy Inc MGEE Stock Holding History

Avior Wealth Management’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
-7
Closed -$657 – 1696
2024
Q4 		$657 Hold
7
– – ﹤0.01% 2252
2024
Q3 		$640 Hold
7
– – ﹤0.01% 2137
2024
Q2 		$523 Sell
7
-8
-53% -$625 ﹤0.01% 2113
2024
Q1 		$1.18K Buy
+15
New +$1.05K ﹤0.01% 2371

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

Avior Wealth Management's MGEE Position: Q1 2025 in Review

Avior Wealth Management sold out of MGE Energy Inc (MGEE) in Q1 2025, closing a stake of 7 shares — an estimated $657 sold.

Avior Wealth Management first reported a position in MGEE in Q1 2024 and held it in 4 quarters. The position peaked at $1.18K in Q1 2024. 295 funds tracked by Wall St. Rank hold MGEE as of Q1 2025.

  • Avior Wealth Management reported no remaining MGE Energy Inc position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 7 MGE Energy Inc shares in Q1 2025, an estimated $657.
  • Avior Wealth Management first reported a position in MGE Energy Inc in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's MGE Energy Inc position peaked at $1.18K in Q1 2024.
  • 295 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.