Legacy CG’s MGE Energy Inc MGEE Stock Holding History

Legacy CG’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
2022 Q3	–	Sell	-750	Closed	-$58K	–	95
2022 Q2	$58K	Buy	+750	New	+$59.8K	0.04%	60

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 Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SAM

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

Legacy CG's MGEE Position: Q3 2022 in Review

Legacy CG sold out of MGE Energy Inc (MGEE) in Q3 2022, closing a stake of 750 shares — an estimated $58K sold.

Legacy CG first reported a position in MGEE in Q2 2022 and held it in 1 quarter. The position peaked at $58K in Q2 2022. 198 funds tracked by Wall St. Rank hold MGEE as of Q3 2022.

Legacy CG reported no remaining MGE Energy Inc position as of Q3 2022 after selling out during the quarter.
Legacy CG sold 750 MGE Energy Inc shares in Q3 2022, an estimated $58K.
Legacy CG first reported a position in MGE Energy Inc in Q2 2022 and held it in 1 quarter.
Legacy CG's MGE Energy Inc position peaked at $58K in Q2 2022.
198 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2022.

Based on Legacy CG's 13F filing for Q3 2022, filed 4 Nov 2022.