DHGWA
MGEE icon

Dixon Hughes Goodman Wealth Advisors’s MGE Energy Inc MGEE Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		$123K Hold
1,539
– – 0.04% 219
2021
Q4 		$127K Buy
+1,539
New +$118K 0.04% 190

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's MGEE Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its MGE Energy Inc (MGEE) position steady in Q1 2022 at 1,539 shares worth $123K. The position accounts for 0.04% of the portfolio, ranked #219.

Dixon Hughes Goodman Wealth Advisors first reported a position in MGEE in Q4 2021 and has held it in 2 quarters since. The position peaked at $127K in Q4 2021. 193 funds tracked by Wall St. Rank hold MGEE as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 1,539 shares of MGE Energy Inc worth $123K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its MGE Energy Inc share count unchanged in Q1 2022.
  • MGE Energy Inc made up 0.04% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #219 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in MGE Energy Inc in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's MGE Energy Inc position peaked at $127K in Q4 2021.
  • 193 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.