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

First Personal 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
2024 Q3	$51.2K	Sell	560 -141	-20%	-$12.1K	0.01%	195
2024 Q2	$52.4K	Hold	701	–	–	0.01%	191
2024 Q1	$55.2K	Hold	701	–	–	0.01%	183
2023 Q4	$50.7K	Hold	701	–	–	0.01%	202
2023 Q3	$48K	Hold	701	–	–	0.01%	202
2023 Q2	$55.5K	Hold	701	–	–	0.01%	201
2023 Q1	$54.4K	Hold	701	–	–	0.01%	198
2022 Q4	$49.4K	Hold	701	–	–	0.01%	209
2022 Q3	$46K	Hold	701	–	–	0.01%	203
2022 Q2	$55K	Hold	701	–	–	0.02%	166
2022 Q1	$56K	Hold	701	–	–	0.01%	179
2021 Q4	$58K	Hold	701	–	–	0.01%	186
2021 Q3	$52K	Sell	701 -166	-19%	-$13K	0.01%	192
2021 Q2	$65K	Hold	867	–	–	0.02%	179
2021 Q1	$62K	Hold	867	–	–	0.02%	176
2020 Q4	$61K	Hold	867	–	–	0.02%	171
2020 Q3	$54K	Hold	867	–	–	0.02%	178
2020 Q2	$56K	Hold	867	–	–	0.02%	177
2020 Q1	$57K	Buy	+867	New	+$64.7K	0.02%	169

Other funds holding MGEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Personal Financial Services's MGEE Position: Q3 2024 in Review

First Personal Financial Services reduced its MGE Energy Inc (MGEE) stake by 20% in Q3 2024, selling an estimated $12.1K and leaving 560 shares worth $51.2K. The position accounts for 0.01% of the portfolio, ranked #195.

First Personal Financial Services first reported a position in MGEE in Q1 2020 and has held it in 19 quarters since. The position peaked at $65K in Q2 2021. 267 funds tracked by Wall St. Rank hold MGEE as of Q3 2024.

First Personal Financial Services held 560 shares of MGE Energy Inc worth $51.2K as of Q3 2024.
First Personal Financial Services sold 141 MGE Energy Inc shares in Q3 2024, an estimated $12.1K.
MGE Energy Inc made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #195 holding.
First Personal Financial Services first reported a position in MGE Energy Inc in Q1 2020 and has held it in 19 quarters since.
First Personal Financial Services's MGE Energy Inc position peaked at $65K in Q2 2021.
267 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.