King Wealth Management Group’s MGE Energy Inc MGEE Stock Holding History

King Wealth Management Group’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
2020 Q4	–	Sell	-4,200	Closed	-$263K	–	162
2020 Q3	$263K	Hold	4,200	–	–	0.07%	129
2020 Q2	$271K	Hold	4,200	–	–	0.08%	120
2020 Q1	$275K	Hold	4,200	–	–	0.12%	102
2019 Q4	$331K	Hold	4,200	–	–	0.09%	107
2019 Q3	$335K	Hold	4,200	–	–	0.1%	93
2019 Q2	$307K	Hold	4,200	–	–	0.09%	100
2019 Q1	$285K	Hold	4,200	–	–	0.09%	102
2018 Q4	$252K	Hold	4,200	–	–	0.09%	102
2018 Q3	$268K	Hold	4,200	–	–	0.08%	107
2018 Q2	$265K	Hold	4,200	–	–	0.09%	103
2018 Q1	$236K	Hold	4,200	–	–	0.08%	112
2017 Q4	$265K	Hold	4,200	–	–	0.09%	102
2017 Q3	$271K	Hold	4,200	–	–	0.1%	101
2017 Q2	$270K	Hold	4,200	–	–	0.11%	99
2017 Q1	$273K	Hold	4,200	–	–	0.11%	102
2016 Q4	$274K	Hold	4,200	–	–	0.12%	100
2016 Q3	$237K	Hold	4,200	–	–	0.12%	101
2016 Q2	$237K	Hold	4,200	–	–	0.13%	89
2016 Q1	$219K	Buy	+4,200	New	+$207K	0.12%	92
2014 Q1	–	Sell	-8,694	Closed	-$335K	–	104
2013 Q4	$335K	Hold	8,694	–	–	0.19%	90
2013 Q3	$316K	Hold	8,694	–	–	0.21%	81
2013 Q2	$317K	Buy	+8,694	New	+$318K	0.22%	82

Other funds holding MGEE

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

King Wealth Management Group's MGEE Position: Q4 2020 in Review

King Wealth Management Group sold out of MGE Energy Inc (MGEE) in Q4 2020, closing a stake of 4,200 shares — an estimated $263K sold.

King Wealth Management Group first reported a position in MGEE in Q2 2013 and held it in 22 quarters. The position peaked at $335K in Q3 2019. 173 funds tracked by Wall St. Rank hold MGEE as of Q4 2020.

King Wealth Management Group reported no remaining MGE Energy Inc position as of Q4 2020 after selling out during the quarter.
King Wealth Management Group sold 4,200 MGE Energy Inc shares in Q4 2020, an estimated $263K.
King Wealth Management Group first reported a position in MGE Energy Inc in Q2 2013 and held it in 22 quarters.
King Wealth Management Group's MGE Energy Inc position peaked at $335K in Q3 2019.
173 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2020.

Based on King Wealth Management Group's 13F filing for Q4 2020, filed 12 Feb 2021.