Mascoma Wealth Management’s MGE Energy Inc MGEE Stock Holding History

Mascoma Wealth Management’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
2023 Q2	–	Sell	-180	Closed	-$13.8K	–	547
2023 Q1	$13.8K	Hold	180	–	–	﹤0.01%	373
2022 Q4	$12.7K	Hold	180	–	–	﹤0.01%	379
2022 Q3	$12K	Hold	180	–	–	﹤0.01%	380
2022 Q2	$14K	Hold	180	–	–	﹤0.01%	383
2022 Q1	$14K	Hold	180	–	–	﹤0.01%	405
2021 Q4	$15K	Hold	180	–	–	0.01%	367
2021 Q3	$13K	Buy	+180	New	+$14.1K	0.01%	323
2021 Q2	–	Sell	-180	Closed	-$13K	–	318
2021 Q1	$13K	Buy	+180	New	+$12.1K	0.01%	327
2019 Q3	–	Sell	-180	Closed	-$13K	–	243
2019 Q2	$13K	Hold	180	–	–	0.01%	250
2019 Q1	$12K	Hold	180	–	–	0.01%	254
2018 Q4	$11K	Hold	180	–	–	0.01%	250
2018 Q3	$11K	Hold	180	–	–	0.01%	278
2018 Q2	$11K	Buy	+180	New	+$10.5K	0.01%	269

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 Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mascoma Wealth Management's MGEE Position: Q2 2023 in Review

Mascoma Wealth Management sold out of MGE Energy Inc (MGEE) in Q2 2023, closing a stake of 180 shares — an estimated $13.8K sold.

Mascoma Wealth Management first reported a position in MGEE in Q2 2018 and held it in 13 quarters. The position peaked at $15K in Q4 2021. 198 funds tracked by Wall St. Rank hold MGEE as of Q2 2023.

Mascoma Wealth Management reported no remaining MGE Energy Inc position as of Q2 2023 after selling out during the quarter.
Mascoma Wealth Management sold 180 MGE Energy Inc shares in Q2 2023, an estimated $13.8K.
Mascoma Wealth Management first reported a position in MGE Energy Inc in Q2 2018 and held it in 13 quarters.
Mascoma Wealth Management's MGE Energy Inc position peaked at $15K in Q4 2021.
198 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.