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Jacobson & Schmitt Advisors’s MGE Energy Inc MGEE Stock Holding History

Jacobson & Schmitt 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
2025
Q1 		– Sell
-4,745
Closed -$446K – 67
2024
Q4 		$446K Buy
+4,745
New +$458K 0.09% 55

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jacobson & Schmitt Advisors's MGEE Position: Q1 2025 in Review

Jacobson & Schmitt Advisors sold out of MGE Energy Inc (MGEE) in Q1 2025, closing a stake of 4,745 shares — an estimated $446K sold.

Jacobson & Schmitt Advisors first reported a position in MGEE in Q4 2024 and held it in 1 quarter. The position peaked at $446K in Q4 2024. 295 funds tracked by Wall St. Rank hold MGEE as of Q1 2025.

  • Jacobson & Schmitt Advisors reported no remaining MGE Energy Inc position as of Q1 2025 after selling out during the quarter.
  • Jacobson & Schmitt Advisors sold 4,745 MGE Energy Inc shares in Q1 2025, an estimated $446K.
  • Jacobson & Schmitt Advisors first reported a position in MGE Energy Inc in Q4 2024 and held it in 1 quarter.
  • Jacobson & Schmitt Advisors's MGE Energy Inc position peaked at $446K in Q4 2024.
  • 295 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2025.

Based on Jacobson & Schmitt Advisors's 13F filing for Q1 2025, filed 2 May 2025.