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Freedom Wealth Alliance’s MGE Energy Inc MGEE Stock Holding History

Freedom Wealth Alliance’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
-2,754
Closed -$214K – 66
2023
Q1 		$214K Buy
2,754
+1,475
+115% +$107K 0.32% 56
2022
Q4 		$90K Buy
+1,279
New +$87.9K 0.13% 93

Other funds holding MGEE

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BlackRock
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Freedom Wealth Alliance's MGEE Position: Q2 2023 in Review

Freedom Wealth Alliance sold out of MGE Energy Inc (MGEE) in Q2 2023, closing a stake of 2,754 shares — an estimated $214K sold.

Freedom Wealth Alliance first reported a position in MGEE in Q4 2022 and held it in 2 quarters. The position peaked at $214K in Q1 2023. 198 funds tracked by Wall St. Rank hold MGEE as of Q2 2023.

  • Freedom Wealth Alliance reported no remaining MGE Energy Inc position as of Q2 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 2,754 MGE Energy Inc shares in Q2 2023, an estimated $214K.
  • Freedom Wealth Alliance first reported a position in MGE Energy Inc in Q4 2022 and held it in 2 quarters.
  • Freedom Wealth Alliance's MGE Energy Inc position peaked at $214K in Q1 2023.
  • 198 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2023.

Based on Freedom Wealth Alliance's 13F filing for Q2 2023, filed 18 Jul 2023.