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Michael A Dubis Financial Planning’s MGE Energy Inc MGEE Stock Holding History

Michael A Dubis Financial Planning’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 		– Sell
-2,125
Closed -$200K – 48
2024
Q4 		$200K Buy
+2,125
New +$205K 0.19% 48

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 $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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 $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Michael A Dubis Financial Planning's MGEE Position: Q1 2025 in Review

Michael A Dubis Financial Planning sold out of MGE Energy Inc (MGEE) in Q1 2025, closing a stake of 2,125 shares — an estimated $200K sold.

Michael A Dubis Financial Planning first reported a position in MGEE in Q4 2024 and held it in 1 quarter. The position peaked at $200K in Q4 2024. 295 funds tracked by Wall St. Rank hold MGEE as of Q1 2025.

  • Michael A Dubis Financial Planning reported no remaining MGE Energy Inc position as of Q1 2025 after selling out during the quarter.
  • Michael A Dubis Financial Planning sold 2,125 MGE Energy Inc shares in Q1 2025, an estimated $200K.
  • Michael A Dubis Financial Planning first reported a position in MGE Energy Inc in Q4 2024 and held it in 1 quarter.
  • Michael A Dubis Financial Planning's MGE Energy Inc position peaked at $200K in Q4 2024.
  • 295 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.