Kowal Investment Group’s MGE Energy Inc MGEE Stock Holding History

Kowal Investment 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
2021 Q4	–	Sell	-466	Closed	-$34K	–	607
2021 Q3	$34K	Buy	+466	New	+$36.5K	0.01%	291

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

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

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

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

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

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

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

SAM

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

Kowal Investment Group's MGEE Position: Q4 2021 in Review

Kowal Investment Group sold out of MGE Energy Inc (MGEE) in Q4 2021, closing a stake of 466 shares — an estimated $34K sold.

Kowal Investment Group first reported a position in MGEE in Q3 2021 and held it in 1 quarter. The position peaked at $34K in Q3 2021. 183 funds tracked by Wall St. Rank hold MGEE as of Q4 2021.

Kowal Investment Group reported no remaining MGE Energy Inc position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 466 MGE Energy Inc shares in Q4 2021, an estimated $34K.
Kowal Investment Group first reported a position in MGE Energy Inc in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's MGE Energy Inc position peaked at $34K in Q3 2021.
183 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.