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

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

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

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Column Capital Advisors's MGEE Position: Q3 2023 in Review

Column Capital Advisors held its MGE Energy Inc (MGEE) position steady in Q3 2023 at 2,850 shares worth $195K. The position accounts for 0.03% of the portfolio, ranked #147.

Column Capital Advisors first reported a position in MGEE in Q4 2019 and has held it in 16 quarters since. The position peaked at $234K in Q4 2021. 201 funds tracked by Wall St. Rank hold MGEE as of Q3 2023.

Column Capital Advisors held 2,850 shares of MGE Energy Inc worth $195K as of Q3 2023.
Column Capital Advisors left its MGE Energy Inc share count unchanged in Q3 2023.
MGE Energy Inc made up 0.03% of Column Capital Advisors's portfolio in Q3 2023, its #147 holding.
Column Capital Advisors first reported a position in MGE Energy Inc in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's MGE Energy Inc position peaked at $234K in Q4 2021.
201 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.