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ICA Group Wealth Management’s MGE Energy Inc MGEE Stock Holding History

ICA Group Wealth Management’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 		– Sell
-13,207
Closed -$867K – 1328
2022
Q3 		$867K Buy
13,207
+71
+0.5% +$5.57K 0.18% 127
2022
Q2 		$1.13M Buy
13,136
+67
+0.5% +$5.34K 0.21% 109
2022
Q1 		$1.06M Buy
+13,069
New +$994K 0.2% 117

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

ICA Group Wealth Management's MGEE Position: Q4 2022 in Review

ICA Group Wealth Management sold out of MGE Energy Inc (MGEE) in Q4 2022, closing a stake of 13,207 shares — an estimated $867K sold.

ICA Group Wealth Management first reported a position in MGEE in Q1 2022 and held it in 3 quarters. The position peaked at $1.13M in Q2 2022. 199 funds tracked by Wall St. Rank hold MGEE as of Q4 2022.

  • ICA Group Wealth Management reported no remaining MGE Energy Inc position as of Q4 2022 after selling out during the quarter.
  • ICA Group Wealth Management sold 13,207 MGE Energy Inc shares in Q4 2022, an estimated $867K.
  • ICA Group Wealth Management first reported a position in MGE Energy Inc in Q1 2022 and held it in 3 quarters.
  • ICA Group Wealth Management's MGE Energy Inc position peaked at $1.13M in Q2 2022.
  • 199 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2022.

Based on ICA Group Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.