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Disciplined Investments’s MGE Energy Inc MGEE Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-5
Closed -$396 – 966
2023
Q2 		$396 Sell
5
-1
-17% -$77 ﹤0.01% 1315
2023
Q1 		$466 Hold
6
– – ﹤0.01% 1249
2022
Q4 		$422 Sell
6
-1
-14% -$69 ﹤0.01% 1242
2022
Q3 		$0 Hold
7
– – ﹤0.01% 1445
2022
Q2 		$1K Buy
7
+2
+40% +$159 ﹤0.01% 1008
2022
Q1 		$0 Buy
+5
New +$380 ﹤0.01% 1507

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Disciplined Investments's MGEE Position: Q3 2023 in Review

Disciplined Investments sold out of MGE Energy Inc (MGEE) in Q3 2023, closing a stake of 5 shares — an estimated $396 sold.

Disciplined Investments first reported a position in MGEE in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 201 funds tracked by Wall St. Rank hold MGEE as of Q3 2023.

  • Disciplined Investments reported no remaining MGE Energy Inc position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 5 MGE Energy Inc shares in Q3 2023, an estimated $396.
  • Disciplined Investments first reported a position in MGE Energy Inc in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's MGE Energy Inc position peaked at $1K in Q2 2022.
  • 201 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.