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Lucus Advisors’s MGE Energy Inc MGEE Stock Holding History

Lucus 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
2016
Q3 		– Sell
-6,212
Closed -$351K – 267
2016
Q2 		$351K Buy
+6,212
New +$322K 0.29% 87
2015
Q2 		– Sell
-10,245
Closed -$454K – 368
2015
Q1 		$454K Sell
10,245
-352
-3% -$15.6K 0.23% 197
2014
Q4 		$483K Buy
+10,597
New +$459K 0.22% 103

Other funds holding MGEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lucus Advisors's MGEE Position: Q3 2016 in Review

Lucus Advisors sold out of MGE Energy Inc (MGEE) in Q3 2016, closing a stake of 6,212 shares — an estimated $351K sold.

Lucus Advisors first reported a position in MGEE in Q4 2014 and held it in 3 quarters. The position peaked at $483K in Q4 2014. 162 funds tracked by Wall St. Rank hold MGEE as of Q3 2016.

  • Lucus Advisors reported no remaining MGE Energy Inc position as of Q3 2016 after selling out during the quarter.
  • Lucus Advisors sold 6,212 MGE Energy Inc shares in Q3 2016, an estimated $351K.
  • Lucus Advisors first reported a position in MGE Energy Inc in Q4 2014 and held it in 3 quarters.
  • Lucus Advisors's MGE Energy Inc position peaked at $483K in Q4 2014.
  • 162 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2016.

Based on Lucus Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.