Curi RMB Capital’s MGE Energy Inc MGEE Stock Holding History

Curi RMB Capital’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 Q2	–	Sell	-6,000	Closed	-$466K	–	513
2023 Q1	$466K	Hold	6,000	–	–	0.02%	370
2022 Q4	$422K	Hold	6,000	–	–	0.02%	380
2022 Q3	$394K	Hold	6,000	–	–	0.01%	382
2022 Q2	$467K	Hold	6,000	–	–	0.02%	359
2022 Q1	$479K	Hold	6,000	–	–	0.02%	338
2021 Q4	$493K	Hold	6,000	–	–	0.01%	356
2021 Q3	$441K	Hold	6,000	–	–	0.01%	360
2021 Q2	$447K	Hold	6,000	–	–	0.02%	364
2021 Q1	$428K	Hold	6,000	–	–	0.02%	368
2020 Q4	$420K	Hold	6,000	–	–	0.02%	455
2020 Q3	$376K	Hold	6,000	–	–	0.02%	461
2020 Q2	$387K	Hold	6,000	–	–	0.02%	445
2020 Q1	$393K	Hold	6,000	–	–	0.02%	438
2019 Q4	$473K	Sell	6,000 -4,950	-45%	-$381K	0.01%	458
2019 Q3	$875K	Hold	10,950	–	–	0.02%	404
2019 Q2	$800K	Hold	10,950	–	–	0.02%	457
2019 Q1	$744K	Buy	10,950 +4,950	+83%	+$315K	0.02%	500
2018 Q4	$360K	Hold	6,000	–	–	0.01%	702
2018 Q3	$383K	Hold	6,000	–	–	0.01%	677
2018 Q2	$378K	Hold	6,000	–	–	0.01%	676
2018 Q1	$337K	Sell	6,000 -16	-0.3%	-$911	0.01%	699
2017 Q4	$380K	Buy	+6,016	New	+$391K	0.01%	667

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Curi RMB Capital's MGEE Position: Q2 2023 in Review

Curi RMB Capital sold out of MGE Energy Inc (MGEE) in Q2 2023, closing a stake of 6,000 shares — an estimated $466K sold.

Curi RMB Capital first reported a position in MGEE in Q4 2017 and held it in 22 quarters. The position peaked at $875K in Q3 2019. 198 funds tracked by Wall St. Rank hold MGEE as of Q2 2023.

Curi RMB Capital reported no remaining MGE Energy Inc position as of Q2 2023 after selling out during the quarter.
Curi RMB Capital sold 6,000 MGE Energy Inc shares in Q2 2023, an estimated $466K.
Curi RMB Capital first reported a position in MGE Energy Inc in Q4 2017 and held it in 22 quarters.
Curi RMB Capital's MGE Energy Inc position peaked at $875K in Q3 2019.
198 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2023.

Based on Curi RMB Capital's 13F filing for Q2 2023, filed 11 Aug 2023.