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Bowling Portfolio Management’s MGE Energy Inc MGEE Stock Holding History

Bowling Portfolio 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
2019
Q2 		– Sell
-6,318
Closed -$429K – 369
2019
Q1 		$429K Sell
6,318
-12
-0.2% -$764 0.07% 305
2018
Q4 		$380K Buy
+6,330
New +$403K 0.07% 308

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bowling Portfolio Management's MGEE Position: Q2 2019 in Review

Bowling Portfolio Management sold out of MGE Energy Inc (MGEE) in Q2 2019, closing a stake of 6,318 shares — an estimated $429K sold.

Bowling Portfolio Management first reported a position in MGEE in Q4 2018 and held it in 2 quarters. The position peaked at $429K in Q1 2019. 163 funds tracked by Wall St. Rank hold MGEE as of Q2 2019.

  • Bowling Portfolio Management reported no remaining MGE Energy Inc position as of Q2 2019 after selling out during the quarter.
  • Bowling Portfolio Management sold 6,318 MGE Energy Inc shares in Q2 2019, an estimated $429K.
  • Bowling Portfolio Management first reported a position in MGE Energy Inc in Q4 2018 and held it in 2 quarters.
  • Bowling Portfolio Management's MGE Energy Inc position peaked at $429K in Q1 2019.
  • 163 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2019.

Based on Bowling Portfolio Management's 13F filing for Q2 2019, filed 25 Jul 2019.