First Command Financial Services’s MGE Energy Inc MGEE Stock Holding History

First Command Financial Services’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
2020 Q2	–	Sell	-614	Closed	-$40K	–	339
2020 Q1	$40K	Hold	614	–	–	0.02%	197
2019 Q4	$48K	Sell	614 -65	-10%	-$5.01K	0.02%	208
2019 Q3	$54K	Hold	679	–	–	0.03%	201
2019 Q2	$50K	Hold	679	–	–	0.03%	201
2019 Q1	$46K	Hold	679	–	–	0.02%	211
2018 Q4	$41K	Hold	679	–	–	0.02%	222
2018 Q3	$43K	Hold	679	–	–	0.01%	219
2018 Q2	$43K	Hold	679	–	–	0.01%	222
2018 Q1	$38K	Hold	679	–	–	﹤0.01%	234
2017 Q4	$43K	Hold	679	–	–	0.02%	215
2017 Q3	$44K	Hold	679	–	–	0.03%	208
2017 Q2	$44K	Hold	679	–	–	0.03%	211
2017 Q1	$44K	Hold	679	–	–	0.03%	205
2016 Q4	$44K	Buy	+679	New	+$40.6K	0.04%	203

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 Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

First Command Financial Services's MGEE Position: Q2 2020 in Review

First Command Financial Services sold out of MGE Energy Inc (MGEE) in Q2 2020, closing a stake of 614 shares — an estimated $40K sold.

First Command Financial Services first reported a position in MGEE in Q4 2016 and held it in 14 quarters. The position peaked at $54K in Q3 2019. 163 funds tracked by Wall St. Rank hold MGEE as of Q2 2020.

First Command Financial Services reported no remaining MGE Energy Inc position as of Q2 2020 after selling out during the quarter.
First Command Financial Services sold 614 MGE Energy Inc shares in Q2 2020, an estimated $40K.
First Command Financial Services first reported a position in MGE Energy Inc in Q4 2016 and held it in 14 quarters.
First Command Financial Services's MGE Energy Inc position peaked at $54K in Q3 2019.
163 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2020.

Based on First Command Financial Services's 13F filing for Q2 2020, filed 17 Jul 2020.