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Lindbrook Capital’s MGE Energy Inc MGEE Stock Holding History

Lindbrook Capital’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
2025
Q1 		$8.46K Hold
91
– – ﹤0.01% 1724
2024
Q4 		$8.55K Hold
91
– – ﹤0.01% 1730
2024
Q3 		$8.32K Hold
91
– – ﹤0.01% 1777
2024
Q2 		$6.8K Sell
91
-136
-60% -$10.6K ﹤0.01% 1847
2024
Q1 		$17.9K Sell
227
-203
-47% -$14.2K ﹤0.01% 1271
2023
Q4 		$31.1K Buy
430
+132
+44% +$9.55K ﹤0.01% 964
2023
Q3 		$20.4K Sell
298
-66
-18% -$5.01K ﹤0.01% 1052
2023
Q2 		$28.8K Sell
364
-34
-9% -$2.61K ﹤0.01% 914
2023
Q1 		$30.9K Sell
398
-9
-2% -$652 ﹤0.01% 873
2022
Q4 		$28.7K Buy
407
+370
+1,000% +$25.4K ﹤0.01% 899
2022
Q3 		$2K Buy
37
+1
+3% +$78 ﹤0.01% 2095
2022
Q2 		$3K Sell
36
-4
-10% -$319 ﹤0.01% 1805
2022
Q1 		$3K Buy
40
+5
+14% +$380 ﹤0.01% 1844
2021
Q4 		$3K Sell
35
-15
-30% -$1.15K ﹤0.01% 1674
2021
Q3 		$4K Buy
50
+15
+43% +$1.17K ﹤0.01% 1318
2021
Q2 		$3K Hold
35
– – ﹤0.01% 1482
2021
Q1 		$2K Buy
35
+26
+289% +$1.75K ﹤0.01% 1568
2020
Q4 		$1K Hold
9
– – ﹤0.01% 1644
2020
Q3 		$1K Buy
+9
New +$583 ﹤0.01% 1594
2020
Q2 		– Sell
-34
Closed -$2K – 1825
2020
Q1 		$2K Hold
34
– – ﹤0.01% 1310
2019
Q4 		$3K Hold
34
– – ﹤0.01% 1217
2019
Q3 		$3K Buy
+34
New +$2.54K ﹤0.01% 1192

Other funds holding MGEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Lindbrook Capital's MGEE Position: Q1 2025 in Review

Lindbrook Capital held its MGE Energy Inc (MGEE) position steady in Q1 2025 at 91 shares worth $8.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1724.

Lindbrook Capital first reported a position in MGEE in Q3 2019 and has held it in 22 quarters since. The position peaked at $31.1K in Q4 2023. 295 funds tracked by Wall St. Rank hold MGEE as of Q1 2025.

  • Lindbrook Capital held 91 shares of MGE Energy Inc worth $8.46K as of Q1 2025.
  • Lindbrook Capital left its MGE Energy Inc share count unchanged in Q1 2025.
  • MGE Energy Inc made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1724 holding.
  • Lindbrook Capital first reported a position in MGE Energy Inc in Q3 2019 and has held it in 22 quarters since.
  • Lindbrook Capital's MGE Energy Inc position peaked at $31.1K in Q4 2023.
  • 295 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.