PFWA
MGEE icon

Paces Ferry Wealth Advisors’s MGE Energy Inc MGEE Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-8
Closed -$1K – 716
2020
Q3 		$1K Buy
+8
New +$518 ﹤0.01% 885

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Victory Capital Management
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Paces Ferry Wealth Advisors's MGEE Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of MGE Energy Inc (MGEE) in Q4 2020, closing a stake of 8 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in MGEE in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 173 funds tracked by Wall St. Rank hold MGEE as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining MGE Energy Inc position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 8 MGE Energy Inc shares in Q4 2020, an estimated $1K.
  • Paces Ferry Wealth Advisors first reported a position in MGE Energy Inc in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's MGE Energy Inc position peaked at $1K in Q3 2020.
  • 173 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.