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Capital Performance Advisors’s MGE Energy Inc MGEE Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-26
Closed -$2.38K – 1650
2024
Q3 		$2.38K Buy
+26
New +$2.22K ﹤0.01% 1481

Other funds holding MGEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Performance Advisors's MGEE Position: Q4 2024 in Review

Capital Performance Advisors sold out of MGE Energy Inc (MGEE) in Q4 2024, closing a stake of 26 shares — an estimated $2.38K sold.

Capital Performance Advisors first reported a position in MGEE in Q3 2024 and held it in 1 quarter. The position peaked at $2.38K in Q3 2024. 294 funds tracked by Wall St. Rank hold MGEE as of Q4 2024.

  • Capital Performance Advisors reported no remaining MGE Energy Inc position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 26 MGE Energy Inc shares in Q4 2024, an estimated $2.38K.
  • Capital Performance Advisors first reported a position in MGE Energy Inc in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's MGE Energy Inc position peaked at $2.38K in Q3 2024.
  • 294 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.