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Berman Capital Advisors’s MGE Energy Inc MGEE Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$2K Hold
34
– – ﹤0.01% 1706
2021
Q2 		$2K Hold
34
– – ﹤0.01% 1615
2021
Q1 		$2K Hold
34
– – ﹤0.01% 1528
2020
Q4 		$2K Hold
34
– – ﹤0.01% 1416
2020
Q3 		$2K Hold
34
– – ﹤0.01% 1311
2020
Q2 		$2K Buy
34
+18
+113% +$1.18K ﹤0.01% 1290
2020
Q1 		$1K Hold
16
– – ﹤0.01% 1327
2019
Q4 		$1K Hold
16
– – ﹤0.01% 1356
2019
Q3 		$1K Hold
16
– – ﹤0.01% 1341
2019
Q2 		$1K Hold
16
– – ﹤0.01% 1351
2019
Q1 		$1K Buy
+16
New +$1.02K ﹤0.01% 1235

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Berman Capital Advisors's MGEE Position: Q3 2021 in Review

Berman Capital Advisors held its MGE Energy Inc (MGEE) position steady in Q3 2021 at 34 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1706.

Berman Capital Advisors first reported a position in MGEE in Q1 2019 and has held it in 11 quarters since. 181 funds tracked by Wall St. Rank hold MGEE as of Q3 2021.

  • Berman Capital Advisors held 34 shares of MGE Energy Inc worth $2K as of Q3 2021.
  • Berman Capital Advisors left its MGE Energy Inc share count unchanged in Q3 2021.
  • MGE Energy Inc made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1706 holding.
  • Berman Capital Advisors first reported a position in MGE Energy Inc in Q1 2019 and has held it in 11 quarters since.
  • 181 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.