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

Milestone 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
2023
Q4 		– Sell
-3,285
Closed -$225K – 313
2023
Q3 		$225K Buy
+3,285
New +$249K 0.06% 95
2023
Q2 		– Sell
-3,279
Closed -$255K – 308
2023
Q1 		$255K Buy
+3,279
New +$237K 0.08% 89

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Milestone Investment Advisors's MGEE Position: Q4 2023 in Review

Milestone Investment Advisors sold out of MGE Energy Inc (MGEE) in Q4 2023, closing a stake of 3,285 shares — an estimated $225K sold.

Milestone Investment Advisors first reported a position in MGEE in Q1 2023 and held it in 2 quarters. The position peaked at $255K in Q1 2023. 229 funds tracked by Wall St. Rank hold MGEE as of Q4 2023.

  • Milestone Investment Advisors reported no remaining MGE Energy Inc position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 3,285 MGE Energy Inc shares in Q4 2023, an estimated $225K.
  • Milestone Investment Advisors first reported a position in MGE Energy Inc in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's MGE Energy Inc position peaked at $255K in Q1 2023.
  • 229 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.