LNC
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Lincoln National Corp’s MGE Energy Inc MGEE Stock Holding History

Lincoln National Corp’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
2018
Q2 		– Sell
-4,321
Closed -$243K – 511
2018
Q1 		$243K Sell
4,321
-3,611
-46% -$206K 0.01% 413
2017
Q4 		$500K Buy
7,932
+3,985
+101% +$259K 0.02% 371
2017
Q3 		$255K Buy
3,947
+18
+0.5% +$1.17K 0.01% 348
2017
Q2 		$253K Sell
3,929
-22
-0.6% -$1.44K 0.01% 296
2017
Q1 		$256K Sell
3,951
-282
-7% -$17.8K 0.01% 277
2016
Q4 		$276K Buy
4,233
+149
+4% +$8.91K 0.02% 239
2016
Q3 		$231K Buy
+4,084
New +$230K 0.01% 255

Other funds holding MGEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Lincoln National Corp's MGEE Position: Q2 2018 in Review

Lincoln National Corp sold out of MGE Energy Inc (MGEE) in Q2 2018, closing a stake of 4,321 shares — an estimated $243K sold.

Lincoln National Corp first reported a position in MGEE in Q3 2016 and held it in 7 quarters. The position peaked at $500K in Q4 2017. 153 funds tracked by Wall St. Rank hold MGEE as of Q2 2018.

  • Lincoln National Corp reported no remaining MGE Energy Inc position as of Q2 2018 after selling out during the quarter.
  • Lincoln National Corp sold 4,321 MGE Energy Inc shares in Q2 2018, an estimated $243K.
  • Lincoln National Corp first reported a position in MGE Energy Inc in Q3 2016 and held it in 7 quarters.
  • Lincoln National Corp's MGE Energy Inc position peaked at $500K in Q4 2017.
  • 153 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2018.

Based on Lincoln National Corp's 13F filing for Q2 2018, filed 8 Aug 2018.