Lazard Asset Management
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Lazard Asset Management’s MGE Energy Inc MGEE Stock Holding History

Lazard Asset 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
-1,432
Closed -$130K – 2437
2024
Q3 		$130K Hold
1,432
– – ﹤0.01% 1716
2024
Q2 		$106K Buy
+1,432
New +$112K ﹤0.01% 1738
2022
Q2 		– Sell
-57
Closed -$4K – 2490
2022
Q1 		$4K Sell
57
-5,011
-99% -$381K ﹤0.01% 2200
2021
Q4 		$416K Buy
+5,068
New +$389K ﹤0.01% 1134

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

Lazard Asset Management's MGEE Position: Q4 2024 in Review

Lazard Asset Management sold out of MGE Energy Inc (MGEE) in Q4 2024, closing a stake of 1,432 shares — an estimated $130K sold.

Lazard Asset Management first reported a position in MGEE in Q4 2021 and held it in 4 quarters. The position peaked at $416K in Q4 2021. 294 funds tracked by Wall St. Rank hold MGEE as of Q4 2024.

  • Lazard Asset Management reported no remaining MGE Energy Inc position as of Q4 2024 after selling out during the quarter.
  • Lazard Asset Management sold 1,432 MGE Energy Inc shares in Q4 2024, an estimated $130K.
  • Lazard Asset Management first reported a position in MGE Energy Inc in Q4 2021 and held it in 4 quarters.
  • Lazard Asset Management's MGE Energy Inc position peaked at $416K in Q4 2021.
  • 294 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2024.

Based on Lazard Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.