Interactive Financial Advisors’s MGE Energy Inc MGEE Stock Holding History

Interactive Financial Advisors’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 Q1	–	Sell	-1,820	Closed	-$128K	–	122
2022 Q4	$128K	Hold	1,820	–	–	0.08%	102
2022 Q3	$119K	Hold	1,820	–	–	0.07%	101
2022 Q2	$142K	Hold	1,820	–	–	0.07%	88
2022 Q1	$145K	Hold	1,820	–	–	0.07%	96
2021 Q4	$150K	Hold	1,820	–	–	0.06%	96
2021 Q3	$134K	Hold	1,820	–	–	0.06%	95
2021 Q2	$135K	Hold	1,820	–	–	0.05%	97
2021 Q1	$130K	Hold	1,820	–	–	0.05%	96
2020 Q4	$127K	Hold	1,820	–	–	0.06%	90
2020 Q3	$114K	Hold	1,820	–	–	0.06%	83
2020 Q2	$117K	Hold	1,820	–	–	0.06%	80
2020 Q1	$119K	Hold	1,820	–	–	0.11%	54
2019 Q4	$143K	Hold	1,820	–	–	0.06%	84
2019 Q3	$145K	Sell	1,820 -180	-9%	-$13.5K	0.07%	77
2019 Q2	$146K	Hold	2,000	–	–	0.07%	77
2019 Q1	$136K	Buy	2,000 +1,950	+3,900%	+$124K	0.07%	70
2018 Q4	$3K	Hold	50	–	–	﹤0.01%	93
2018 Q3	$3K	Sell	50 -29	-37%	-$1.88K	﹤0.01%	118
2018 Q2	$5K	Buy	+79	New	+$4.61K	﹤0.01%	106

Other funds holding MGEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Interactive Financial Advisors's MGEE Position: Q1 2023 in Review

Interactive Financial Advisors sold out of MGE Energy Inc (MGEE) in Q1 2023, closing a stake of 1,820 shares — an estimated $128K sold.

Interactive Financial Advisors first reported a position in MGEE in Q2 2018 and held it in 19 quarters. The position peaked at $150K in Q4 2021. 208 funds tracked by Wall St. Rank hold MGEE as of Q1 2023.

Interactive Financial Advisors reported no remaining MGE Energy Inc position as of Q1 2023 after selling out during the quarter.
Interactive Financial Advisors sold 1,820 MGE Energy Inc shares in Q1 2023, an estimated $128K.
Interactive Financial Advisors first reported a position in MGE Energy Inc in Q2 2018 and held it in 19 quarters.
Interactive Financial Advisors's MGE Energy Inc position peaked at $150K in Q4 2021.
208 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2023.

Based on Interactive Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.