Paladin Advisory Group’s MGE Energy Inc MGEE Stock Holding History

Paladin Advisory 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
2025 Q1	–	Sell	-6	Closed	-$564	–	238
2024 Q4	$564	Buy	+6	New	+$580	﹤0.01%	234

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Paladin Advisory Group's MGEE Position: Q1 2025 in Review

Paladin Advisory Group sold out of MGE Energy Inc (MGEE) in Q1 2025, closing a stake of 6 shares — an estimated $564 sold.

Paladin Advisory Group first reported a position in MGEE in Q4 2024 and held it in 1 quarter. The position peaked at $564 in Q4 2024. 295 funds tracked by Wall St. Rank hold MGEE as of Q1 2025.

Paladin Advisory Group reported no remaining MGE Energy Inc position as of Q1 2025 after selling out during the quarter.
Paladin Advisory Group sold 6 MGE Energy Inc shares in Q1 2025, an estimated $564.
Paladin Advisory Group first reported a position in MGE Energy Inc in Q4 2024 and held it in 1 quarter.
Paladin Advisory Group's MGE Energy Inc position peaked at $564 in Q4 2024.
295 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2025.

Based on Paladin Advisory Group's 13F filing for Q1 2025, filed 15 Apr 2025.