Neuberger Berman Group
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Neuberger Berman Group’s MGE Energy Inc MGEE Stock Holding History

Neuberger Berman Group’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
2024
Q1 		– Sell
-2,942
Closed -$213K – 1883
2023
Q4 		$213K Buy
+2,942
New +$213K ﹤0.01% 1743
2023
Q3 		– Sell
-2,574
Closed -$204K – 1852
2023
Q2 		$204K Buy
+2,574
New +$198K ﹤0.01% 1701
2019
Q1 		– Sell
-3,460
Closed -$207K – 1575
2018
Q4 		$207K Hold
3,460
– – ﹤0.01% 1486
2018
Q3 		$221K Sell
3,460
-292
-8% -$18.9K ﹤0.01% 1543
2018
Q2 		$237K Hold
3,752
– – ﹤0.01% 1602
2018
Q1 		$210K Sell
3,752
-640
-15% -$36.4K ﹤0.01% 1608
2017
Q4 		$277K Buy
+4,392
New +$286K ﹤0.01% 1579

Other funds holding MGEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Neuberger Berman Group's MGEE Position: Q1 2024 in Review

Neuberger Berman Group sold out of MGE Energy Inc (MGEE) in Q1 2024, closing a stake of 2,942 shares — an estimated $213K sold.

Neuberger Berman Group first reported a position in MGEE in Q4 2017 and held it in 7 quarters. The position peaked at $277K in Q4 2017. 227 funds tracked by Wall St. Rank hold MGEE as of Q1 2024.

  • Neuberger Berman Group reported no remaining MGE Energy Inc position as of Q1 2024 after selling out during the quarter.
  • Neuberger Berman Group sold 2,942 MGE Energy Inc shares in Q1 2024, an estimated $213K.
  • Neuberger Berman Group first reported a position in MGE Energy Inc in Q4 2017 and held it in 7 quarters.
  • Neuberger Berman Group's MGE Energy Inc position peaked at $277K in Q4 2017.
  • 227 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2024.

Based on Neuberger Berman Group's 13F filing for Q1 2024, filed 13 May 2024.