LMR Partners’s MGE Energy Inc MGEE Stock Holding History

LMR Partners’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 Q1	–	Sell	-2,869	Closed	-$201K	–	1021
2020 Q4	$201K	Sell	2,869 -1,230	-30%	-$84.8K	﹤0.01%	422
2020 Q3	$257K	Hold	4,099	–	–	0.01%	323
2020 Q2	$264K	Buy	+4,099	New	+$268K	0.01%	457

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

SAM

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

LMR Partners's MGEE Position: Q1 2021 in Review

LMR Partners sold out of MGE Energy Inc (MGEE) in Q1 2021, closing a stake of 2,869 shares — an estimated $201K sold.

LMR Partners first reported a position in MGEE in Q2 2020 and held it in 3 quarters. The position peaked at $264K in Q2 2020. 177 funds tracked by Wall St. Rank hold MGEE as of Q1 2021.

LMR Partners reported no remaining MGE Energy Inc position as of Q1 2021 after selling out during the quarter.
LMR Partners sold 2,869 MGE Energy Inc shares in Q1 2021, an estimated $201K.
LMR Partners first reported a position in MGE Energy Inc in Q2 2020 and held it in 3 quarters.
LMR Partners's MGE Energy Inc position peaked at $264K in Q2 2020.
177 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2021.

Based on LMR Partners's 13F filing for Q1 2021, filed 17 May 2021.