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Belpointe Asset Management’s MGE Energy Inc MGEE Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-1,134
Closed -$88.1K – 2222
2023
Q1 		$88.1K Hold
1,134
– – ﹤0.01% 1384
2022
Q4 		$79.8K Buy
+1,134
New +$77.9K ﹤0.01% 1361

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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Belpointe Asset Management's MGEE Position: Q2 2023 in Review

Belpointe Asset Management sold out of MGE Energy Inc (MGEE) in Q2 2023, closing a stake of 1,134 shares — an estimated $88.1K sold.

Belpointe Asset Management first reported a position in MGEE in Q4 2022 and held it in 2 quarters. The position peaked at $88.1K in Q1 2023. 198 funds tracked by Wall St. Rank hold MGEE as of Q2 2023.

  • Belpointe Asset Management reported no remaining MGE Energy Inc position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,134 MGE Energy Inc shares in Q2 2023, an estimated $88.1K.
  • Belpointe Asset Management first reported a position in MGE Energy Inc in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's MGE Energy Inc position peaked at $88.1K in Q1 2023.
  • 198 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.