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Dean Investment Associates’s MGE Energy Inc MGEE Stock Holding History

Dean Investment Associates’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
2017
Q2 		– Sell
-77,445
Closed -$5.03M – 214
2017
Q1 		$5.03M Buy
77,445
+6,800
+10% +$430K 0.84% 39
2016
Q4 		$4.61M Buy
+70,645
New +$4.22M 0.79% 56

Other funds holding MGEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dean Investment Associates's MGEE Position: Q2 2017 in Review

Dean Investment Associates sold out of MGE Energy Inc (MGEE) in Q2 2017, closing a stake of 77,445 shares — an estimated $5.03M sold.

Dean Investment Associates first reported a position in MGEE in Q4 2016 and held it in 2 quarters. The position peaked at $5.03M in Q1 2017. 154 funds tracked by Wall St. Rank hold MGEE as of Q2 2017.

  • Dean Investment Associates reported no remaining MGE Energy Inc position as of Q2 2017 after selling out during the quarter.
  • Dean Investment Associates sold 77,445 MGE Energy Inc shares in Q2 2017, an estimated $5.03M.
  • Dean Investment Associates first reported a position in MGE Energy Inc in Q4 2016 and held it in 2 quarters.
  • Dean Investment Associates's MGE Energy Inc position peaked at $5.03M in Q1 2017.
  • 154 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2017.

Based on Dean Investment Associates's 13F filing for Q2 2017, filed 10 Aug 2017.