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Kingsview Wealth Management’s MGE Energy Inc MGEE Stock Holding History

Kingsview Wealth 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
2024
Q4 		– Sell
-25,330
Closed -$2.32M – 1152
2024
Q3 		$2.32M Sell
25,330
-2,658
-9% -$227K 0.05% 337
2024
Q2 		$2.09M Buy
+27,988
New +$2.19M 0.05% 337

Other funds holding MGEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kingsview Wealth Management's MGEE Position: Q4 2024 in Review

Kingsview Wealth Management sold out of MGE Energy Inc (MGEE) in Q4 2024, closing a stake of 25,330 shares — an estimated $2.32M sold.

Kingsview Wealth Management first reported a position in MGEE in Q2 2024 and held it in 2 quarters. The position peaked at $2.32M in Q3 2024. 294 funds tracked by Wall St. Rank hold MGEE as of Q4 2024.

  • Kingsview Wealth Management reported no remaining MGE Energy Inc position as of Q4 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 25,330 MGE Energy Inc shares in Q4 2024, an estimated $2.32M.
  • Kingsview Wealth Management first reported a position in MGE Energy Inc in Q2 2024 and held it in 2 quarters.
  • Kingsview Wealth Management's MGE Energy Inc position peaked at $2.32M in Q3 2024.
  • 294 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2024.

Based on Kingsview Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.