Next Financial Group’s MGE Energy Inc MGEE Stock Holding History

Next Financial 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
2021 Q4	$24K	Hold	292	–	–	﹤0.01%	1814
2021 Q3	$21K	Hold	292	–	–	﹤0.01%	1779
2021 Q2	$22K	Hold	292	–	–	﹤0.01%	1710
2021 Q1	$21K	Sell	292 -82	-22%	-$5.52K	﹤0.01%	1624
2020 Q4	$26K	Hold	374	–	–	﹤0.01%	1439
2020 Q3	$23K	Buy	+374	New	+$24.2K	﹤0.01%	1361
2020 Q2	–	Sell	-373	Closed	-$24K	–	1363
2020 Q1	$24K	Sell	373 -900	-71%	-$67.1K	﹤0.01%	1206
2019 Q4	$100K	Hold	1,273	–	–	0.01%	938
2019 Q3	$102K	Hold	1,273	–	–	0.01%	902
2019 Q2	$93K	Buy	1,273 +473	+59%	+$32.5K	0.01%	939
2019 Q1	$54K	Sell	800 -373	-32%	-$23.7K	0.01%	709
2018 Q4	$70K	Buy	1,173 +173	+17%	+$11K	0.01%	693
2018 Q3	$64K	Buy	+1,000	New	+$64.9K	0.03%	480
2017 Q1	–	Sell	-1,000	Closed	-$65K	–	2112
2016 Q4	$65K	Hold	1,000	–	–	0.01%	849
2016 Q3	$57K	Buy	+1,000	New	+$56.3K	0.01%	894
2014 Q4	–	Sell	-1,500	Closed	-$56K	–	2158
2014 Q3	$56K	Buy	+1,500	New	+$58.6K	0.01%	886

Other funds holding MGEE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Next Financial Group's MGEE Position: Q4 2021 in Review

Next Financial Group held its MGE Energy Inc (MGEE) position steady in Q4 2021 at 292 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #1814.

Next Financial Group first reported a position in MGEE in Q3 2014 and has held it in 16 quarters since. The position peaked at $102K in Q3 2019. 183 funds tracked by Wall St. Rank hold MGEE as of Q4 2021.

Next Financial Group held 292 shares of MGE Energy Inc worth $24K as of Q4 2021.
Next Financial Group left its MGE Energy Inc share count unchanged in Q4 2021.
MGE Energy Inc made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1814 holding.
Next Financial Group first reported a position in MGE Energy Inc in Q3 2014 and has held it in 16 quarters since.
Next Financial Group's MGE Energy Inc position peaked at $102K in Q3 2019.
183 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.