Continuum Advisory’s MGE Energy Inc MGEE Stock Holding History

Continuum Advisory’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	-4	Closed	-$376	–	1833
2024 Q4	$376	Hold	4	–	–	﹤0.01%	1779
2024 Q3	$423	Buy	+4	New	+$342	﹤0.01%	1823

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Continuum Advisory's MGEE Position: Q1 2025 in Review

Continuum Advisory sold out of MGE Energy Inc (MGEE) in Q1 2025, closing a stake of 4 shares — an estimated $376 sold.

Continuum Advisory first reported a position in MGEE in Q3 2024 and held it in 2 quarters. The position peaked at $423 in Q3 2024. 295 funds tracked by Wall St. Rank hold MGEE as of Q1 2025.

Continuum Advisory reported no remaining MGE Energy Inc position as of Q1 2025 after selling out during the quarter.
Continuum Advisory sold 4 MGE Energy Inc shares in Q1 2025, an estimated $376.
Continuum Advisory first reported a position in MGE Energy Inc in Q3 2024 and held it in 2 quarters.
Continuum Advisory's MGE Energy Inc position peaked at $423 in Q3 2024.
295 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.