Gradient Investments’s MGE Energy Inc MGEE Stock Holding History

Gradient Investments’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	–	Sell	-312	Closed	-$23.3K	–	907
2024 Q2	$23.3K	Hold	312	–	–	﹤0.01%	612
2024 Q1	$24.6K	Hold	312	–	–	﹤0.01%	511
2023 Q4	$22.6K	Hold	312	–	–	﹤0.01%	685
2023 Q3	$21.4K	Hold	312	–	–	﹤0.01%	665
2023 Q2	$24.7K	Hold	312	–	–	﹤0.01%	650
2023 Q1	$24.2K	Hold	312	–	–	﹤0.01%	642
2022 Q4	$22K	Hold	312	–	–	﹤0.01%	674
2022 Q3	$20K	Hold	312	–	–	﹤0.01%	671
2022 Q2	$24K	Hold	312	–	–	﹤0.01%	615
2022 Q1	$25K	Hold	312	–	–	﹤0.01%	604
2021 Q4	$26K	Hold	312	–	–	﹤0.01%	611
2021 Q3	$23K	Hold	312	–	–	﹤0.01%	620
2021 Q2	$23K	Hold	312	–	–	﹤0.01%	612
2021 Q1	$22K	Hold	312	–	–	﹤0.01%	609
2020 Q4	$20K	Hold	312	–	–	﹤0.01%	573
2020 Q3	$20K	Hold	312	–	–	﹤0.01%	576
2020 Q2	$20K	Hold	312	–	–	﹤0.01%	531
2020 Q1	$20K	Hold	312	–	–	﹤0.01%	517
2019 Q4	$25K	Hold	312	–	–	﹤0.01%	536
2019 Q3	$25K	Hold	312	–	–	﹤0.01%	496
2019 Q2	$23K	Buy	+312	New	+$21.4K	﹤0.01%	496

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

Gradient Investments's MGEE Position: Q3 2024 in Review

Gradient Investments sold out of MGE Energy Inc (MGEE) in Q3 2024, closing a stake of 312 shares — an estimated $23.3K sold.

Gradient Investments first reported a position in MGEE in Q2 2019 and held it in 21 quarters. The position peaked at $26K in Q4 2021. 267 funds tracked by Wall St. Rank hold MGEE as of Q3 2024.

Gradient Investments reported no remaining MGE Energy Inc position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 312 MGE Energy Inc shares in Q3 2024, an estimated $23.3K.
Gradient Investments first reported a position in MGE Energy Inc in Q2 2019 and held it in 21 quarters.
Gradient Investments's MGE Energy Inc position peaked at $26K in Q4 2021.
267 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.