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Karp Capital Management’s MGE Energy Inc MGEE Stock Holding History

Karp Capital 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
2019
Q1 		– Sell
-220
Closed -$13K – 273
2018
Q4 		$13K Buy
+220
New +$14K 0.01% 256
2015
Q4 		– Sell
-150
Closed -$6K – 216
2015
Q3 		$6K Hold
150
– – ﹤0.01% 291
2015
Q2 		$6K Hold
150
– – ﹤0.01% 319
2015
Q1 		$7K Hold
150
– – ﹤0.01% 298
2014
Q4 		$7K Buy
+150
New +$6.5K 0.01% 293

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Karp Capital Management's MGEE Position: Q1 2019 in Review

Karp Capital Management sold out of MGE Energy Inc (MGEE) in Q1 2019, closing a stake of 220 shares — an estimated $13K sold.

Karp Capital Management first reported a position in MGEE in Q4 2014 and held it in 5 quarters. The position peaked at $13K in Q4 2018. 157 funds tracked by Wall St. Rank hold MGEE as of Q1 2019.

  • Karp Capital Management reported no remaining MGE Energy Inc position as of Q1 2019 after selling out during the quarter.
  • Karp Capital Management sold 220 MGE Energy Inc shares in Q1 2019, an estimated $13K.
  • Karp Capital Management first reported a position in MGE Energy Inc in Q4 2014 and held it in 5 quarters.
  • Karp Capital Management's MGE Energy Inc position peaked at $13K in Q4 2018.
  • 157 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.