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Heritage Wealth Management (Arizona)’s MGE Energy Inc MGEE Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$28.2K Buy
400
+200
+100% +$13.7K ﹤0.01% 594
2022
Q3 		$13K Hold
200
– – ﹤0.01% 611
2022
Q2 		$15.6K Hold
200
– – 0.01% 584
2022
Q1 		$16K Buy
+200
New +$15.2K ﹤0.01% 633
2021
Q3 		$15K Hold
200
– – 0.01% 602
2021
Q2 		$15K Hold
200
– – 0.01% 603
2021
Q1 		$14K Buy
+200
New +$13.5K 0.01% 540

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
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
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
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

Heritage Wealth Management (Arizona)'s MGEE Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its MGE Energy Inc (MGEE) stake by 100% in Q4 2022, buying an estimated $13.7K and bringing the position to 400 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Heritage Wealth Management (Arizona) first reported a position in MGEE in Q1 2021 and has held it in 7 quarters since. 199 funds tracked by Wall St. Rank hold MGEE as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 400 shares of MGE Energy Inc worth $28.2K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 200 MGE Energy Inc shares in Q4 2022, an estimated $13.7K.
  • MGE Energy Inc made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #594 holding.
  • Heritage Wealth Management (Arizona) first reported a position in MGE Energy Inc in Q1 2021 and has held it in 7 quarters since.
  • 199 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.