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

Childress Capital 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
2021
Q1 		– Sell
-65
Closed -$5K – 628
2020
Q4 		$5K Buy
+65
New +$4.48K ﹤0.01% 760

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Childress Capital Advisors's MGEE Position: Q1 2021 in Review

Childress Capital Advisors sold out of MGE Energy Inc (MGEE) in Q1 2021, closing a stake of 65 shares — an estimated $5K sold.

Childress Capital Advisors first reported a position in MGEE in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 177 funds tracked by Wall St. Rank hold MGEE as of Q1 2021.

  • Childress Capital Advisors reported no remaining MGE Energy Inc position as of Q1 2021 after selling out during the quarter.
  • Childress Capital Advisors sold 65 MGE Energy Inc shares in Q1 2021, an estimated $5K.
  • Childress Capital Advisors first reported a position in MGE Energy Inc in Q4 2020 and held it in 1 quarter.
  • Childress Capital Advisors's MGE Energy Inc position peaked at $5K in Q4 2020.
  • 177 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2021.

Based on Childress Capital Advisors's 13F filing for Q1 2021, filed 21 May 2021.