Operose Advisors’s MGE Energy Inc MGEE Stock Holding History

Operose Advisors’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 Q2	–	Sell	-337	Closed	-$26.5K	–	597
2024 Q1	$26.5K	Buy	+337	New	+$23.6K	0.01%	340

Other funds holding MGEE

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Operose Advisors's MGEE Position: Q2 2024 in Review

Operose Advisors sold out of MGE Energy Inc (MGEE) in Q2 2024, closing a stake of 337 shares — an estimated $26.5K sold.

Operose Advisors first reported a position in MGEE in Q1 2024 and held it in 1 quarter. The position peaked at $26.5K in Q1 2024. 255 funds tracked by Wall St. Rank hold MGEE as of Q2 2024.

Operose Advisors reported no remaining MGE Energy Inc position as of Q2 2024 after selling out during the quarter.
Operose Advisors sold 337 MGE Energy Inc shares in Q2 2024, an estimated $26.5K.
Operose Advisors first reported a position in MGE Energy Inc in Q1 2024 and held it in 1 quarter.
Operose Advisors's MGE Energy Inc position peaked at $26.5K in Q1 2024.
255 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2024.

Based on Operose Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.