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Ignite Planners’s MGE Energy Inc MGEE Stock Holding History

Ignite Planners’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
2023
Q4 		– Sell
-8,570
Closed -$606K – 318
2023
Q3 		$606K Buy
8,570
+32
+0.4% +$2.43K 0.18% 138
2023
Q2 		$669K Hold
8,538
– – 0.26% 89
2023
Q1 		$677K Hold
8,538
– – 0.28% 90
2022
Q4 		$605K Buy
8,538
+500
+6% +$34.4K 0.25% 101
2022
Q3 		$544K Hold
8,038
– – 0.43% 66
2022
Q2 		$618K Hold
8,038
– – 0.51% 56
2022
Q1 		$656K Hold
8,038
– – 0.44% 61
2021
Q4 		$617K Buy
+8,038
New +$617K 0.4% 76

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Ignite Planners's MGEE Position: Q4 2023 in Review

Ignite Planners sold out of MGE Energy Inc (MGEE) in Q4 2023, closing a stake of 8,570 shares — an estimated $606K sold.

Ignite Planners first reported a position in MGEE in Q4 2021 and held it in 8 quarters. The position peaked at $677K in Q1 2023. 229 funds tracked by Wall St. Rank hold MGEE as of Q4 2023.

  • Ignite Planners reported no remaining MGE Energy Inc position as of Q4 2023 after selling out during the quarter.
  • Ignite Planners sold 8,570 MGE Energy Inc shares in Q4 2023, an estimated $606K.
  • Ignite Planners first reported a position in MGE Energy Inc in Q4 2021 and held it in 8 quarters.
  • Ignite Planners's MGE Energy Inc position peaked at $677K in Q1 2023.
  • 229 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2023.

Based on Ignite Planners's 13F filing for Q4 2023, filed 9 Jan 2024.