GWS
MGEE icon

Glassman Wealth Services’s MGE Energy Inc MGEE Stock Holding History

Glassman Wealth 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
Q1 		– Sell
-32
Closed -$2.31K – 1148
2023
Q4 		$2.31K Hold
32
– – ﹤0.01% 1306
2023
Q3 		$2.19K Buy
+32
New +$2.43K ﹤0.01% 1304
2022
Q3 		– Sell
-4
Closed – – 1866
2022
Q2 		$0 Buy
+4
New +$319 ﹤0.01% 1874
2020
Q1 		– Sell
-4
Closed – – 1387
2019
Q4 		$0 Buy
+4
New +$308 ﹤0.01% 1359

Other funds holding MGEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Glassman Wealth Services's MGEE Position: Q1 2024 in Review

Glassman Wealth Services sold out of MGE Energy Inc (MGEE) in Q1 2024, closing a stake of 32 shares — an estimated $2.31K sold.

Glassman Wealth Services first reported a position in MGEE in Q4 2019 and held it in 4 quarters. The position peaked at $2.31K in Q4 2023. 227 funds tracked by Wall St. Rank hold MGEE as of Q1 2024.

  • Glassman Wealth Services reported no remaining MGE Energy Inc position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 32 MGE Energy Inc shares in Q1 2024, an estimated $2.31K.
  • Glassman Wealth Services first reported a position in MGE Energy Inc in Q4 2019 and held it in 4 quarters.
  • Glassman Wealth Services's MGE Energy Inc position peaked at $2.31K in Q4 2023.
  • 227 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.