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First National Bank of Mount Dora’s MGE Energy Inc MGEE Stock Holding History

First National Bank of Mount Dora’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
Q3 		– Sell
-2,676
Closed -$208K – 125
2022
Q2 		$208K Buy
+2,676
New +$213K 0.07% 119

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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

First National Bank of Mount Dora's MGEE Position: Q3 2022 in Review

First National Bank of Mount Dora sold out of MGE Energy Inc (MGEE) in Q3 2022, closing a stake of 2,676 shares — an estimated $208K sold.

First National Bank of Mount Dora first reported a position in MGEE in Q2 2022 and held it in 1 quarter. The position peaked at $208K in Q2 2022. 199 funds tracked by Wall St. Rank hold MGEE as of Q3 2022.

  • First National Bank of Mount Dora reported no remaining MGE Energy Inc position as of Q3 2022 after selling out during the quarter.
  • First National Bank of Mount Dora sold 2,676 MGE Energy Inc shares in Q3 2022, an estimated $208K.
  • First National Bank of Mount Dora first reported a position in MGE Energy Inc in Q2 2022 and held it in 1 quarter.
  • First National Bank of Mount Dora's MGE Energy Inc position peaked at $208K in Q2 2022.
  • 199 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2022.

Based on First National Bank of Mount Dora's 13F filing for Q3 2022, filed 6 Oct 2022.