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

Column 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
2023 Q3	$195K	Hold	2,850	–	–	0.03%	147
2023 Q2	$225K	Hold	2,850	–	–	0.03%	132
2023 Q1	$221K	Hold	2,850	–	–	0.03%	133
2022 Q4	$201K	Hold	2,850	–	–	0.03%	128
2022 Q3	$187K	Hold	2,850	–	–	0.04%	126
2022 Q2	$222K	Hold	2,850	–	–	0.04%	108
2022 Q1	$227K	Hold	2,850	–	–	0.04%	123
2021 Q4	$234K	Hold	2,850	–	–	0.05%	118
2021 Q3	$209K	Hold	2,850	–	–	0.04%	117
2021 Q2	$212K	Hold	2,850	–	–	0.04%	115
2021 Q1	$203K	Hold	2,850	–	–	0.05%	115
2020 Q4	$200K	Sell	2,850 -100	-3%	-$6.9K	0.05%	106
2020 Q3	$185K	Hold	2,950	–	–	0.06%	100
2020 Q2	$190K	Hold	2,950	–	–	0.06%	95
2020 Q1	$193K	Hold	2,950	–	–	0.08%	74
2019 Q4	$232K	Buy	+2,950	New	+$227K	0.12%	77

Other funds holding MGEE

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

BlackRock New York $5.72T AUM 30.48% 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

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return