CoreCap Advisors’s MGE Energy Inc MGEE Stock Holding History

CoreCap 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
2025 Q1	–	Sell	-9	Closed	-$846	–	3245
2024 Q4	$846	Buy	+9	New	+$869	﹤0.01%	2403

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

CoreCap Advisors's MGEE Position: Q1 2025 in Review

CoreCap Advisors sold out of MGE Energy Inc (MGEE) in Q1 2025, closing a stake of 9 shares — an estimated $846 sold.

CoreCap Advisors first reported a position in MGEE in Q4 2024 and held it in 1 quarter. The position peaked at $846 in Q4 2024. 295 funds tracked by Wall St. Rank hold MGEE as of Q1 2025.

CoreCap Advisors reported no remaining MGE Energy Inc position as of Q1 2025 after selling out during the quarter.
CoreCap Advisors sold 9 MGE Energy Inc shares in Q1 2025, an estimated $846.
CoreCap Advisors first reported a position in MGE Energy Inc in Q4 2024 and held it in 1 quarter.
CoreCap Advisors's MGE Energy Inc position peaked at $846 in Q4 2024.
295 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2025.

Based on CoreCap Advisors's 13F filing for Q1 2025, filed 9 May 2025.