Ken Fisher’s MGE Energy Inc MGEE Stock Holding History

Ken Fisher’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
2024 Q3	–	Sell	-6,372	Closed	-$476K	–	979
2024 Q2	$476K	Buy	+6,372	New	+$498K	﹤0.01%	794

Other funds holding MGEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ken Fisher's MGEE Position: Q3 2024 in Review

Ken Fisher sold out of MGE Energy Inc (MGEE) in Q3 2024, closing a stake of 6,372 shares — an estimated $476K sold.

Ken Fisher first reported a position in MGEE in Q2 2024 and held it in 1 quarter. The position peaked at $476K in Q2 2024. 267 funds tracked by Wall St. Rank hold MGEE as of Q3 2024.

Ken Fisher reported no remaining MGE Energy Inc position as of Q3 2024 after selling out during the quarter.
Ken Fisher sold 6,372 MGE Energy Inc shares in Q3 2024, an estimated $476K.
Ken Fisher first reported a position in MGE Energy Inc in Q2 2024 and held it in 1 quarter.
Ken Fisher's MGE Energy Inc position peaked at $476K in Q2 2024.
267 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2024.

Based on Fisher Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.