BAM
MGEE icon

Bruderman Asset Management’s MGE Energy Inc MGEE Stock Holding History

Bruderman Asset 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
2016
Q3 		– Sell
-1,000
Closed -$57K – 392
2016
Q2 		$57K Hold
1,000
– – 0.02% 193
2016
Q1 		$52K Hold
1,000
– – 0.02% 191
2015
Q4 		$46K Hold
1,000
– – 0.02% 210
2015
Q3 		$41K Hold
1,000
– – 0.02% 225
2015
Q2 		$39K Sell
1,000
-290
-22% -$11.8K 0.02% 246
2015
Q1 		$57K Buy
+1,290
New +$57.2K 0.02% 199

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

Bruderman Asset Management's MGEE Position: Q3 2016 in Review

Bruderman Asset Management sold out of MGE Energy Inc (MGEE) in Q3 2016, closing a stake of 1,000 shares — an estimated $57K sold.

Bruderman Asset Management first reported a position in MGEE in Q1 2015 and held it in 6 quarters. The position peaked at $57K in Q2 2016. 162 funds tracked by Wall St. Rank hold MGEE as of Q3 2016.

  • Bruderman Asset Management reported no remaining MGE Energy Inc position as of Q3 2016 after selling out during the quarter.
  • Bruderman Asset Management sold 1,000 MGE Energy Inc shares in Q3 2016, an estimated $57K.
  • Bruderman Asset Management first reported a position in MGE Energy Inc in Q1 2015 and held it in 6 quarters.
  • Bruderman Asset Management's MGE Energy Inc position peaked at $57K in Q2 2016.
  • 162 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2016.

Based on Bruderman Asset Management's 13F filing for Q3 2016, filed 8 Nov 2016.