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Brick & Kyle Associates’s MGE Energy Inc MGEE Stock Holding History

Brick & Kyle Associates’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
2017
Q2 		– Sell
-852
Closed -$55K – 246
2017
Q1 		$55K Hold
852
– – 0.04% 164
2016
Q4 		$56K Hold
852
– – 0.05% 166
2016
Q3 		$48K Hold
852
– – 0.04% 180
2016
Q2 		$48K Hold
852
– – 0.04% 181
2016
Q1 		$45K Hold
852
– – 0.04% 182
2015
Q4 		$40K Hold
852
– – 0.04% 185
2015
Q3 		$35K Hold
852
– – 0.03% 196
2015
Q2 		$33K Hold
852
– – 0.03% 217
2015
Q1 		$38K Buy
+852
New +$37.8K 0.03% 206

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brick & Kyle Associates's MGEE Position: Q2 2017 in Review

Brick & Kyle Associates sold out of MGE Energy Inc (MGEE) in Q2 2017, closing a stake of 852 shares — an estimated $55K sold.

Brick & Kyle Associates first reported a position in MGEE in Q1 2015 and held it in 9 quarters. The position peaked at $56K in Q4 2016. 154 funds tracked by Wall St. Rank hold MGEE as of Q2 2017.

  • Brick & Kyle Associates reported no remaining MGE Energy Inc position as of Q2 2017 after selling out during the quarter.
  • Brick & Kyle Associates sold 852 MGE Energy Inc shares in Q2 2017, an estimated $55K.
  • Brick & Kyle Associates first reported a position in MGE Energy Inc in Q1 2015 and held it in 9 quarters.
  • Brick & Kyle Associates's MGE Energy Inc position peaked at $56K in Q4 2016.
  • 154 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2017.

Based on Brick & Kyle Associates's 13F filing for Q2 2017, filed 14 Aug 2017.