One Capital Management’s MGE Energy Inc MGEE Stock Holding History

One Capital Management’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
2020 Q4	–	Sell	-4,000	Closed	-$251K	–	165
2020 Q3	$251K	Hold	4,000	–	–	0.03%	148
2020 Q2	$258K	Hold	4,000	–	–	0.04%	161
2020 Q1	$262K	Hold	4,000	–	–	0.04%	167
2019 Q4	$315K	Hold	4,000	–	–	0.05%	140
2019 Q3	$319K	Hold	4,000	–	–	0.05%	140
2019 Q2	$292K	Hold	4,000	–	–	0.05%	144
2019 Q1	$272K	Hold	4,000	–	–	0.05%	147
2018 Q4	$240K	Hold	4,000	–	–	0.05%	151
2018 Q3	$255K	Hold	4,000	–	–	0.05%	145
2018 Q2	$252K	Hold	4,000	–	–	0.05%	144
2018 Q1	$224K	Hold	4,000	–	–	0.04%	146
2017 Q4	$252K	Hold	4,000	–	–	0.05%	139
2017 Q3	$258K	Hold	4,000	–	–	0.05%	136
2017 Q2	$257K	Hold	4,000	–	–	0.08%	115
2017 Q1	$260K	Hold	4,000	–	–	0.08%	110
2016 Q4	$261K	Hold	4,000	–	–	0.08%	106
2016 Q3	$226K	Hold	4,000	–	–	0.07%	112
2016 Q2	$226K	Hold	4,000	–	–	0.08%	115
2016 Q1	$209	Buy	+4,000	New	+$197K	0.01%	119
2014 Q4	–	Sell	-4,000	Closed	-$149K	–	338
2014 Q3	$149K	Buy	+4,000	New	+$156K	0.05%	151

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

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

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

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

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

SAM

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

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

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

One Capital Management's MGEE Position: Q4 2020 in Review

One Capital Management sold out of MGE Energy Inc (MGEE) in Q4 2020, closing a stake of 4,000 shares — an estimated $251K sold.

One Capital Management first reported a position in MGEE in Q3 2014 and held it in 20 quarters. The position peaked at $319K in Q3 2019. 173 funds tracked by Wall St. Rank hold MGEE as of Q4 2020.

One Capital Management reported no remaining MGE Energy Inc position as of Q4 2020 after selling out during the quarter.
One Capital Management sold 4,000 MGE Energy Inc shares in Q4 2020, an estimated $251K.
One Capital Management first reported a position in MGE Energy Inc in Q3 2014 and held it in 20 quarters.
One Capital Management's MGE Energy Inc position peaked at $319K in Q3 2019.
173 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2020.

Based on One Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.