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Freedom Investment Management’s MGE Energy Inc MGEE Stock Holding History

Freedom Investment Management’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
2018
Q2 		– Sell
-4,447
Closed -$249K – 1057
2018
Q1 		$249K Sell
4,447
-102
-2% -$5.81K 0.01% 944
2017
Q4 		$287K Buy
4,549
+22
+0.5% +$1.43K 0.01% 911
2017
Q3 		$292K Buy
4,527
+140
+3% +$9.06K 0.02% 865
2017
Q2 		$282K Buy
4,387
+623
+17% +$40.7K 0.02% 815
2017
Q1 		$245K Buy
+3,764
New +$238K 0.01% 870
2016
Q2 		– Sell
-5,792
Closed -$303K – 873
2016
Q1 		$303K Buy
+5,792
New +$285K 0.02% 552

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Freedom Investment Management's MGEE Position: Q2 2018 in Review

Freedom Investment Management sold out of MGE Energy Inc (MGEE) in Q2 2018, closing a stake of 4,447 shares — an estimated $249K sold.

Freedom Investment Management first reported a position in MGEE in Q1 2016 and held it in 6 quarters. The position peaked at $303K in Q1 2016. 153 funds tracked by Wall St. Rank hold MGEE as of Q2 2018.

  • Freedom Investment Management reported no remaining MGE Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Freedom Investment Management sold 4,447 MGE Energy Inc shares in Q2 2018, an estimated $249K.
  • Freedom Investment Management first reported a position in MGE Energy Inc in Q1 2016 and held it in 6 quarters.
  • Freedom Investment Management's MGE Energy Inc position peaked at $303K in Q1 2016.
  • 153 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2018.

Based on Freedom Investment Management's 13F filing for Q2 2018, filed 27 Jul 2018.