Ellevest Inc’s MGE Energy Inc MGEE Stock Holding History

Ellevest Inc’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	-750	Closed	-$58.3K	–	1108
2023 Q1	$58.3K	Hold	750	–	–	﹤0.01%	561
2022 Q4	$52.8K	Hold	750	–	–	﹤0.01%	593
2022 Q3	$49K	Hold	750	–	–	﹤0.01%	588
2022 Q2	$58K	Hold	750	–	–	0.01%	530
2022 Q1	$60K	Sell	750 -50	-6%	-$3.8K	0.01%	488
2021 Q4	$66K	Buy	800 +3	+0.4%	+$230	0.01%	458
2021 Q3	$59K	Buy	797 +47	+6%	+$3.68K	0.01%	450
2021 Q2	$56K	Hold	750	–	–	0.01%	459
2021 Q1	$54K	Hold	750	–	–	0.01%	453
2020 Q4	$53K	Hold	750	–	–	0.01%	446
2020 Q3	$47K	Hold	750	–	–	0.01%	382
2020 Q2	$48K	Hold	750	–	–	0.01%	362
2020 Q1	$49K	Hold	750	–	–	0.01%	232
2019 Q4	$59K	Hold	750	–	–	0.02%	156
2019 Q3	$60K	Hold	750	–	–	0.02%	112
2019 Q2	$55K	Buy	+750	New	+$51.6K	0.02%	113

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

Ellevest Inc's MGEE Position: Q2 2023 in Review

Ellevest Inc sold out of MGE Energy Inc (MGEE) in Q2 2023, closing a stake of 750 shares — an estimated $58.3K sold.

Ellevest Inc first reported a position in MGEE in Q2 2019 and held it in 16 quarters. The position peaked at $66K in Q4 2021. 198 funds tracked by Wall St. Rank hold MGEE as of Q2 2023.

Ellevest Inc reported no remaining MGE Energy Inc position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 750 MGE Energy Inc shares in Q2 2023, an estimated $58.3K.
Ellevest Inc first reported a position in MGE Energy Inc in Q2 2019 and held it in 16 quarters.
Ellevest Inc's MGE Energy Inc position peaked at $66K in Q4 2021.
198 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.