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Nicolet Advisory Services’s MGE Energy Inc MGEE Stock Holding History

Nicolet Advisory Services’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
-3,229
Closed -$224K – 329
2023
Q3 		$224K Hold
3,229
– – 0.02% 276
2023
Q2 		$256K Hold
3,229
– – 0.03% 254
2023
Q1 		$255K Hold
3,229
– – 0.03% 233
2022
Q4 		$232K Hold
3,229
– – 0.03% 211
2022
Q3 		$205K Hold
3,229
– – 0.03% 180
2022
Q2 		$248K Hold
3,229
– – 0.04% 155
2022
Q1 		$269K Hold
3,229
– – 0.04% 159
2021
Q4 		$266K Buy
3,229
+121
+4% +$9.29K 0.03% 161
2021
Q3 		$228K Hold
3,108
– – 0.03% 180
2021
Q2 		$231K Hold
3,108
– – 0.03% 171
2021
Q1 		$222K Buy
+3,108
New +$209K 0.03% 162

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

Nicolet Advisory Services's MGEE Position: Q4 2023 in Review

Nicolet Advisory Services sold out of MGE Energy Inc (MGEE) in Q4 2023, closing a stake of 3,229 shares — an estimated $224K sold.

Nicolet Advisory Services first reported a position in MGEE in Q1 2021 and held it in 11 quarters. The position peaked at $269K in Q1 2022. 229 funds tracked by Wall St. Rank hold MGEE as of Q4 2023.

  • Nicolet Advisory Services reported no remaining MGE Energy Inc position as of Q4 2023 after selling out during the quarter.
  • Nicolet Advisory Services sold 3,229 MGE Energy Inc shares in Q4 2023, an estimated $224K.
  • Nicolet Advisory Services first reported a position in MGE Energy Inc in Q1 2021 and held it in 11 quarters.
  • Nicolet Advisory Services's MGE Energy Inc position peaked at $269K in Q1 2022.
  • 229 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2023.

Based on Nicolet Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.