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C.M. Bidwell & Associates’s MGE Energy Inc MGEE Stock Holding History

C.M. Bidwell & 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
2022
Q3 		– Sell
-775
Closed -$60K – 517
2022
Q2 		$60K Hold
775
– – 0.05% 264
2022
Q1 		$62K Sell
775
-140
-15% -$10.6K 0.04% 277
2021
Q4 		$75K Sell
915
-10
-1% -$768 0.05% 263
2021
Q3 		$68K Sell
925
-25
-3% -$1.96K 0.05% 274
2021
Q2 		$71K Buy
950
+350
+58% +$26.1K 0.05% 267
2021
Q1 		$43K Sell
600
-15
-2% -$1.01K 0.03% 310
2020
Q4 		$43K Sell
615
-500
-45% -$34.5K 0.04% 296
2020
Q3 		$70K Buy
+1,115
New +$72.2K 0.06% 228

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

C.M. Bidwell & Associates's MGEE Position: Q3 2022 in Review

C.M. Bidwell & Associates sold out of MGE Energy Inc (MGEE) in Q3 2022, closing a stake of 775 shares — an estimated $60K sold.

C.M. Bidwell & Associates first reported a position in MGEE in Q3 2020 and held it in 8 quarters. The position peaked at $75K in Q4 2021. 198 funds tracked by Wall St. Rank hold MGEE as of Q3 2022.

  • C.M. Bidwell & Associates reported no remaining MGE Energy Inc position as of Q3 2022 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 775 MGE Energy Inc shares in Q3 2022, an estimated $60K.
  • C.M. Bidwell & Associates first reported a position in MGE Energy Inc in Q3 2020 and held it in 8 quarters.
  • C.M. Bidwell & Associates's MGE Energy Inc position peaked at $75K in Q4 2021.
  • 198 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2022.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2022, filed 14 Nov 2022.