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Concourse Financial Group Securities’s MGE Energy Inc MGEE Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-1
Closed -$87 – 1274
2024
Q4 		$87 Hold
1
– – ﹤0.01% 2212
2024
Q3 		$91 Sell
1
-6
-86% -$513 ﹤0.01% 2204
2024
Q2 		$523 Hold
7
– – ﹤0.01% 2196
2024
Q1 		$551 Buy
7
+1
+17% +$70 ﹤0.01% 2204
2023
Q4 		$433 Hold
6
– – ﹤0.01% 2193
2023
Q3 		$411 Buy
6
+2
+50% +$152 ﹤0.01% 2202
2023
Q2 		$316 Buy
+4
New +$307 ﹤0.01% 2261

Other funds holding MGEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Concourse Financial Group Securities's MGEE Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of MGE Energy Inc (MGEE) in Q1 2025, closing a stake of 1 share — an estimated $87 sold.

Concourse Financial Group Securities first reported a position in MGEE in Q2 2023 and held it in 7 quarters. The position peaked at $551 in Q1 2024. 295 funds tracked by Wall St. Rank hold MGEE as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining MGE Energy Inc position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1 MGE Energy Inc share in Q1 2025, an estimated $87.
  • Concourse Financial Group Securities first reported a position in MGE Energy Inc in Q2 2023 and held it in 7 quarters.
  • Concourse Financial Group Securities's MGE Energy Inc position peaked at $551 in Q1 2024.
  • 295 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.