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Baird’s MGE Energy Inc MGEE Stock Holding History

Baird’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
2015
Q1 		$249K Sell
5,617
-862
-13% -$38.2K ﹤0.01% 1161
2014
Q4 		$296K Buy
6,479
+22
+0.3% +$953 ﹤0.01% 1100
2014
Q3 		$241K Sell
6,457
-7,087
-52% -$277K ﹤0.01% 1021
2014
Q2 		$535K Sell
13,544
-1,181
-8% -$45K 0.01% 828
2014
Q1 		$578K Buy
14,725
+673
+5% +$25.7K 0.01% 806
2013
Q4 		$541K Buy
14,052
+262
+2% +$9.71K 0.01% 808
2013
Q3 		$501K Buy
13,790
+1,418
+11% +$53K 0.01% 792
2013
Q2 		$452K Buy
+12,372
New +$453K 0.01% 799

Other funds holding MGEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 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
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Baird's MGEE Position: Q1 2015 in Review

Baird reduced its MGE Energy Inc (MGEE) stake by 13% in Q1 2015, selling an estimated $38.2K and leaving 5,617 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Baird first reported a position in MGEE in Q2 2013 and has held it in 8 quarters since. The position peaked at $578K in Q1 2014. 123 funds tracked by Wall St. Rank hold MGEE as of Q1 2015.

  • Baird held 5,617 shares of MGE Energy Inc worth $249K as of Q1 2015.
  • Baird sold 862 MGE Energy Inc shares in Q1 2015, an estimated $38.2K.
  • MGE Energy Inc made up ﹤0.01% of Baird's portfolio in Q1 2015, its #1161 holding.
  • Baird first reported a position in MGE Energy Inc in Q2 2013 and has held it in 8 quarters since.
  • Baird's MGE Energy Inc position peaked at $578K in Q1 2014.
  • 123 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.