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Bragg Financial Advisors’s MGE Energy Inc MGEE Stock Holding History

Bragg Financial 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
2016
Q3 		– Sell
-10,072
Closed -$569K – 253
2016
Q2 		$569K Hold
10,072
– – 0.1% 191
2016
Q1 		$526K Sell
10,072
-10,224
-50% -$504K 0.1% 192
2015
Q4 		$942K Hold
20,296
– – 0.2% 142
2015
Q3 		$836K Buy
20,296
+168
+0.8% +$6.64K 0.2% 139
2015
Q2 		$780K Hold
20,128
– – 0.18% 150
2015
Q1 		$892K Buy
20,128
+532
+3% +$23.6K 0.21% 140
2014
Q4 		$894K Sell
19,596
-172
-0.9% -$7.45K 0.22% 139
2014
Q3 		$737K Sell
19,768
-360
-2% -$14.1K 0.19% 150
2014
Q2 		$795K Hold
20,128
– – 0.19% 155
2014
Q1 		$790K Sell
20,128
-2
-0% -$77 0.19% 153
2013
Q4 		$775K Buy
20,130
+172
+0.9% +$6.37K 0.19% 154
2013
Q3 		$726K Buy
19,958
+360
+2% +$13.4K 0.19% 152
2013
Q2 		$715K Buy
+19,598
New +$717K 0.2% 148

Other funds holding MGEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bragg Financial Advisors's MGEE Position: Q3 2016 in Review

Bragg Financial Advisors sold out of MGE Energy Inc (MGEE) in Q3 2016, closing a stake of 10,072 shares — an estimated $569K sold.

Bragg Financial Advisors first reported a position in MGEE in Q2 2013 and held it in 13 quarters. The position peaked at $942K in Q4 2015. 162 funds tracked by Wall St. Rank hold MGEE as of Q3 2016.

  • Bragg Financial Advisors reported no remaining MGE Energy Inc position as of Q3 2016 after selling out during the quarter.
  • Bragg Financial Advisors sold 10,072 MGE Energy Inc shares in Q3 2016, an estimated $569K.
  • Bragg Financial Advisors first reported a position in MGE Energy Inc in Q2 2013 and held it in 13 quarters.
  • Bragg Financial Advisors's MGE Energy Inc position peaked at $942K in Q4 2015.
  • 162 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2016.

Based on Bragg Financial Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.