HBW
MGEE icon

Hazlett, Burt & Watson’s MGE Energy Inc MGEE Stock Holding History

Hazlett, Burt & Watson’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
-129
Closed -$9K – 723
2023
Q4 		$9K Buy
+129
New +$9.34K 0.01% 507

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

Hazlett, Burt & Watson's MGEE Position: Q1 2024 in Review

Hazlett, Burt & Watson sold out of MGE Energy Inc (MGEE) in Q1 2024, closing a stake of 129 shares — an estimated $9K sold.

Hazlett, Burt & Watson first reported a position in MGEE in Q4 2023 and held it in 1 quarter. The position peaked at $9K in Q4 2023. 227 funds tracked by Wall St. Rank hold MGEE as of Q1 2024.

  • Hazlett, Burt & Watson reported no remaining MGE Energy Inc position as of Q1 2024 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 129 MGE Energy Inc shares in Q1 2024, an estimated $9K.
  • Hazlett, Burt & Watson first reported a position in MGE Energy Inc in Q4 2023 and held it in 1 quarter.
  • Hazlett, Burt & Watson's MGE Energy Inc position peaked at $9K in Q4 2023.
  • 227 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2024.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2024, filed 29 Apr 2024.