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Paloma Partners’s MGE Energy Inc MGEE Stock Holding History

Paloma Partners’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
2021
Q4 		– Sell
-4,118
Closed -$303K – 2016
2021
Q3 		$303K Buy
+4,118
New +$322K 0.01% 712
2021
Q2 		– Sell
-4,470
Closed -$319K – 2076
2021
Q1 		$319K Buy
4,470
+1,250
+39% +$84.2K 0.01% 1442
2020
Q4 		$226K Buy
+3,220
New +$222K 0.01% 1325
2020
Q1 		– Sell
-5,435
Closed -$429K – 1740
2019
Q4 		$429K Sell
5,435
-1,566
-22% -$121K 0.01% 1497
2019
Q3 		$560K Buy
+7,001
New +$524K 0.01% 1082

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Paloma Partners's MGEE Position: Q4 2021 in Review

Paloma Partners sold out of MGE Energy Inc (MGEE) in Q4 2021, closing a stake of 4,118 shares — an estimated $303K sold.

Paloma Partners first reported a position in MGEE in Q3 2019 and held it in 5 quarters. The position peaked at $560K in Q3 2019. 183 funds tracked by Wall St. Rank hold MGEE as of Q4 2021.

  • Paloma Partners reported no remaining MGE Energy Inc position as of Q4 2021 after selling out during the quarter.
  • Paloma Partners sold 4,118 MGE Energy Inc shares in Q4 2021, an estimated $303K.
  • Paloma Partners first reported a position in MGE Energy Inc in Q3 2019 and held it in 5 quarters.
  • Paloma Partners's MGE Energy Inc position peaked at $560K in Q3 2019.
  • 183 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2021.

Based on Paloma Partners's 13F filing for Q4 2021, filed 14 Feb 2022.