MCC
MGEE icon

Money Concepts Capital’s MGE Energy Inc MGEE Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-675
Closed -$47.5K – 1924
2022
Q4 		$47.5K Buy
+675
New +$46.4K ﹤0.01% 1265

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Money Concepts Capital's MGEE Position: Q1 2023 in Review

Money Concepts Capital sold out of MGE Energy Inc (MGEE) in Q1 2023, closing a stake of 675 shares — an estimated $47.5K sold.

Money Concepts Capital first reported a position in MGEE in Q4 2022 and held it in 1 quarter. The position peaked at $47.5K in Q4 2022. 207 funds tracked by Wall St. Rank hold MGEE as of Q1 2023.

  • Money Concepts Capital reported no remaining MGE Energy Inc position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 675 MGE Energy Inc shares in Q1 2023, an estimated $47.5K.
  • Money Concepts Capital first reported a position in MGE Energy Inc in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's MGE Energy Inc position peaked at $47.5K in Q4 2022.
  • 207 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.