Cetera Advisor Networks’s MGE Energy Inc MGEE Stock Holding History

Cetera Advisor Networks’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 Q1	$1.94M	Buy	24,655 +736	+3%	+$51.6K	0.01%	1040
2023 Q4	$1.73M	Sell	23,919 -279	-1%	-$20.2K	0.01%	1039
2023 Q3	$1.66M	Buy	+24,198	New	+$1.84M	0.01%	982
2023 Q2	–	Sell	-2,838	Closed	-$220K	–	2674
2023 Q1	$220K	Buy	+2,838	New	+$206K	﹤0.01%	2254
2022 Q2	–	Sell	-3,476	Closed	-$277K	–	2153
2022 Q1	$277K	Buy	3,476 +41	+1%	+$3.12K	﹤0.01%	1677
2021 Q4	$282K	Hold	3,435	–	–	﹤0.01%	1644
2021 Q3	$252K	Hold	3,435	–	–	﹤0.01%	1650
2021 Q2	$256K	Buy	3,435 +251	+8%	+$18.7K	﹤0.01%	1609
2021 Q1	$227K	Buy	+3,184	New	+$214K	﹤0.01%	1300
2020 Q3	–	Sell	-2,524	Closed	-$163K	–	2300
2020 Q2	$163K	Buy	+2,524	New	+$165K	﹤0.01%	1235
2019 Q4	–	Sell	-2,525	Closed	-$201K	–	1265
2019 Q3	$201K	Buy	+2,525	New	+$189K	0.01%	1100

Other funds holding MGEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cetera Advisor Networks's MGEE Position: Q1 2024 in Review

Cetera Advisor Networks increased its MGE Energy Inc (MGEE) stake by 3.1% in Q1 2024, buying an estimated $51.6K and bringing the position to 24,655 shares worth $1.94M. The position accounts for 0.01% of the portfolio, ranked #1040.

Cetera Advisor Networks first reported a position in MGEE in Q3 2019 and has held it in 11 quarters since. 227 funds tracked by Wall St. Rank hold MGEE as of Q1 2024.

Cetera Advisor Networks held 24,655 shares of MGE Energy Inc worth $1.94M as of Q1 2024.
Cetera Advisor Networks bought 736 MGE Energy Inc shares in Q1 2024, an estimated $51.6K.
MGE Energy Inc made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1040 holding.
Cetera Advisor Networks first reported a position in MGE Energy Inc in Q3 2019 and has held it in 11 quarters since.
227 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.