Claris Advisors’s MGE Energy Inc MGEE Stock Holding History

Claris 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	-2	Closed	-$183	–	714
2024 Q3	$183	Buy	+2	New	+$171	﹤0.01%	986

Other funds holding MGEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Claris Advisors's MGEE Position: Q4 2024 in Review

Claris Advisors sold out of MGE Energy Inc (MGEE) in Q4 2024, closing a stake of 2 shares — an estimated $183 sold.

Claris Advisors first reported a position in MGEE in Q3 2024 and held it in 1 quarter. The position peaked at $183 in Q3 2024. 294 funds tracked by Wall St. Rank hold MGEE as of Q4 2024.

Claris Advisors reported no remaining MGE Energy Inc position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 2 MGE Energy Inc shares in Q4 2024, an estimated $183.
Claris Advisors first reported a position in MGE Energy Inc in Q3 2024 and held it in 1 quarter.
Claris Advisors's MGE Energy Inc position peaked at $183 in Q3 2024.
294 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.