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

BKM 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
2024
Q2 		– Sell
-300
Closed -$23.6K – 179
2024
Q1 		$23.6K Hold
300
– – 0.01% 194
2023
Q4 		$21.7K Buy
+300
New +$21.7K 0.01% 366

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

BKM Wealth Management's MGEE Position: Q2 2024 in Review

BKM Wealth Management sold out of MGE Energy Inc (MGEE) in Q2 2024, closing a stake of 300 shares — an estimated $23.6K sold.

BKM Wealth Management first reported a position in MGEE in Q4 2023 and held it in 2 quarters. The position peaked at $23.6K in Q1 2024. 255 funds tracked by Wall St. Rank hold MGEE as of Q2 2024.

  • BKM Wealth Management reported no remaining MGE Energy Inc position as of Q2 2024 after selling out during the quarter.
  • BKM Wealth Management sold 300 MGE Energy Inc shares in Q2 2024, an estimated $23.6K.
  • BKM Wealth Management first reported a position in MGE Energy Inc in Q4 2023 and held it in 2 quarters.
  • BKM Wealth Management's MGE Energy Inc position peaked at $23.6K in Q1 2024.
  • 255 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2024.

Based on BKM Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.