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

CAPTRUST 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
2025
Q1 		– Sell
-2,284
Closed -$215K – 2417
2024
Q4 		$215K Buy
2,284
+58
+3% +$5.6K ﹤0.01% 2104
2024
Q3 		$204K Sell
2,226
-1,728
-44% -$148K ﹤0.01% 2126
2024
Q2 		$295K Buy
3,954
+27
+0.7% +$2.11K ﹤0.01% 1825
2024
Q1 		$309K Buy
3,927
+132
+3% +$9.25K ﹤0.01% 1758
2023
Q4 		$274K Sell
3,795
-176
-4% -$12.7K ﹤0.01% 2174
2023
Q3 		$272K Buy
+3,971
New +$301K ﹤0.01% 2058
2022
Q3 		– Sell
-913
Closed -$71K – 3236
2022
Q2 		$71K Buy
913
+117
+15% +$9.33K ﹤0.01% 2470
2022
Q1 		$64K Sell
796
-49
-6% -$3.73K ﹤0.01% 2607
2021
Q4 		$70K Buy
845
+12
+1% +$921 ﹤0.01% 2413
2021
Q3 		$61K Sell
833
-77
-8% -$6.03K ﹤0.01% 2452
2021
Q2 		$68K Sell
910
-23
-2% -$1.72K ﹤0.01% 2312
2021
Q1 		$67K Buy
+933
New +$62.8K ﹤0.01% 2234
2019
Q2 		– Sell
-20
Closed -$1K – 1971
2019
Q1 		$1K Buy
+20
New +$1.27K ﹤0.01% 1752

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CAPTRUST Financial Advisors's MGEE Position: Q1 2025 in Review

CAPTRUST Financial Advisors sold out of MGE Energy Inc (MGEE) in Q1 2025, closing a stake of 2,284 shares — an estimated $215K sold.

CAPTRUST Financial Advisors first reported a position in MGEE in Q1 2019 and held it in 13 quarters. The position peaked at $309K in Q1 2024. 295 funds tracked by Wall St. Rank hold MGEE as of Q1 2025.

  • CAPTRUST Financial Advisors reported no remaining MGE Energy Inc position as of Q1 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 2,284 MGE Energy Inc shares in Q1 2025, an estimated $215K.
  • CAPTRUST Financial Advisors first reported a position in MGE Energy Inc in Q1 2019 and held it in 13 quarters.
  • CAPTRUST Financial Advisors's MGE Energy Inc position peaked at $309K in Q1 2024.
  • 295 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2025, filed 15 May 2025.