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LS Investment Advisors’s MGE Energy Inc MGEE Stock Holding History

LS Investment Advisors’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
2020
Q3 		– Sell
-970
Closed -$63K – 1171
2020
Q2 		$63K Buy
970
+6
+0.6% +$392 ﹤0.01% 1113
2020
Q1 		$63K Hold
964
– – ﹤0.01% 1053
2019
Q4 		$76K Sell
964
-194
-17% -$14.9K ﹤0.01% 1205
2019
Q3 		$93K Hold
1,158
– – 0.01% 1093
2019
Q2 		$85K Buy
1,158
+11
+1% +$756 0.01% 1138
2019
Q1 		$78K Hold
1,147
– – ﹤0.01% 1161
2018
Q4 		$69K Sell
1,147
-137
-11% -$8.73K ﹤0.01% 1176
2018
Q3 		$82K Hold
1,284
– – ﹤0.01% 1178
2018
Q2 		$81K Buy
1,284
+7
+0.5% +$408 ﹤0.01% 1191
2018
Q1 		$72K Buy
1,277
+7
+0.6% +$398 ﹤0.01% 1192
2017
Q4 		$80K Buy
1,270
+6
+0.5% +$390 ﹤0.01% 1191
2017
Q3 		$82K Buy
1,264
+12
+1% +$776 ﹤0.01% 1206
2017
Q2 		$81K Buy
1,252
+6
+0.5% +$392 0.01% 1197
2017
Q1 		$81K Hold
1,246
– – 0.01% 1191
2016
Q4 		$81K Buy
1,246
+6
+0.5% +$359 0.01% 1112
2016
Q3 		$70K Buy
1,240
+7
+0.6% +$394 0.01% 1114
2016
Q2 		$70K Buy
1,233
+6
+0.5% +$311 ﹤0.01% 1089
2016
Q1 		$64K Buy
1,227
+8
+0.7% +$394 ﹤0.01% 1057
2015
Q4 		$57K Sell
1,219
-392
-24% -$16.8K ﹤0.01% 1092
2015
Q3 		$66K Sell
1,611
-1,212
-43% -$47.9K 0.01% 1020
2015
Q2 		$109K Buy
2,823
+21
+0.7% +$851 0.01% 848
2015
Q1 		$124K Buy
2,802
+19
+0.7% +$843 0.01% 660
2014
Q4 		$127K Sell
2,783
-57
-2% -$2.47K 0.01% 654
2014
Q3 		$106K Buy
2,840
+20
+0.7% +$782 0.01% 655
2014
Q2 		$111K Buy
2,820
+20
+0.7% +$762 0.01% 655
2014
Q1 		$110K Buy
2,800
+19
+0.7% +$727 0.01% 651
2013
Q4 		$107K Buy
2,781
+19
+0.7% +$704 0.01% 650
2013
Q3 		$100K Buy
+2,762
New +$103K 0.01% 296

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LS Investment Advisors's MGEE Position: Q3 2020 in Review

LS Investment Advisors sold out of MGE Energy Inc (MGEE) in Q3 2020, closing a stake of 970 shares — an estimated $63K sold.

LS Investment Advisors first reported a position in MGEE in Q3 2013 and held it in 28 quarters. The position peaked at $127K in Q4 2014. 167 funds tracked by Wall St. Rank hold MGEE as of Q3 2020.

  • LS Investment Advisors reported no remaining MGE Energy Inc position as of Q3 2020 after selling out during the quarter.
  • LS Investment Advisors sold 970 MGE Energy Inc shares in Q3 2020, an estimated $63K.
  • LS Investment Advisors first reported a position in MGE Energy Inc in Q3 2013 and held it in 28 quarters.
  • LS Investment Advisors's MGE Energy Inc position peaked at $127K in Q4 2014.
  • 167 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2020.

Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.