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Bollard Group’s MGE Energy Inc MGEE Stock Holding History

Bollard Group’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
2022
Q2 		– Sell
-729
Closed -$58K – 350
2022
Q1 		$58K Buy
729
+3
+0.4% +$228 ﹤0.01% 329
2021
Q4 		$60K Buy
726
+4
+0.6% +$307 ﹤0.01% 333
2021
Q3 		$53K Buy
722
+4
+0.6% +$313 ﹤0.01% 343
2021
Q2 		$53K Buy
718
+3
+0.4% +$224 ﹤0.01% 343
2021
Q1 		$51K Hold
715
– – ﹤0.01% 347
2020
Q4 		$50K Hold
715
– – ﹤0.01% 336
2020
Q3 		$45K Hold
715
– – ﹤0.01% 333
2020
Q2 		$46K Buy
+715
New +$46.7K ﹤0.01% 357

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bollard Group's MGEE Position: Q2 2022 in Review

Bollard Group sold out of MGE Energy Inc (MGEE) in Q2 2022, closing a stake of 729 shares — an estimated $58K sold.

Bollard Group first reported a position in MGEE in Q2 2020 and held it in 8 quarters. The position peaked at $60K in Q4 2021. 204 funds tracked by Wall St. Rank hold MGEE as of Q2 2022.

  • Bollard Group reported no remaining MGE Energy Inc position as of Q2 2022 after selling out during the quarter.
  • Bollard Group sold 729 MGE Energy Inc shares in Q2 2022, an estimated $58K.
  • Bollard Group first reported a position in MGE Energy Inc in Q2 2020 and held it in 8 quarters.
  • Bollard Group's MGE Energy Inc position peaked at $60K in Q4 2021.
  • 204 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2022.

Based on Bollard Group's 13F filing for Q2 2022, filed 12 Aug 2022.