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	-5,884	Closed	-$425K	–	1883
2023 Q4	$425K	Buy	+5,884	New	+$426K	﹤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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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 5,884 shares — an estimated $425K sold.

Neuberger Berman Group first reported a position in MGEE in Q4 2017 and held it in 7 quarters. The position peaked at $425K in Q4 2023. 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 5,884 MGE Energy Inc shares in Q1 2024, an estimated $425K.
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 $425K in Q4 2023.
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.