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Panagora Asset Management’s MGE Energy Inc MGEE Stock Holding History

Panagora Asset 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
2023
Q4 		– Sell
-2,995
Closed -$205K – 1266
2023
Q3 		$205K Sell
2,995
-841
-22% -$63.8K ﹤0.01% 1177
2023
Q2 		$303K Hold
3,836
– – ﹤0.01% 1084
2023
Q1 		$298K Buy
3,836
+644
+20% +$46.6K ﹤0.01% 1262
2022
Q4 		$225K Hold
3,192
– – ﹤0.01% 1354
2022
Q3 		$209K Sell
3,192
-2,760
-46% -$216K ﹤0.01% 1364
2022
Q2 		$463K Sell
5,952
-4,248
-42% -$339K ﹤0.01% 1185
2022
Q1 		$814K Hold
10,200
– – ﹤0.01% 1024
2021
Q4 		$839K Hold
10,200
– – ﹤0.01% 1001
2021
Q3 		$750K Hold
10,200
– – ﹤0.01% 1106
2021
Q2 		$759K Buy
10,200
+5,683
+126% +$424K ﹤0.01% 1143
2021
Q1 		$322K Hold
4,517
– – ﹤0.01% 1535
2020
Q4 		$316K Buy
4,517
+655
+17% +$45.2K ﹤0.01% 1404
2020
Q3 		$242K Buy
3,862
+552
+17% +$35.8K ﹤0.01% 1437
2020
Q2 		$213K Sell
3,310
-3,596
-52% -$235K ﹤0.01% 1509
2020
Q1 		$452K Buy
6,906
+504
+8% +$37.6K ﹤0.01% 1161
2019
Q4 		$505K Hold
6,402
– – ﹤0.01% 1299
2019
Q3 		$511K Hold
6,402
– – ﹤0.01% 1274
2019
Q2 		$468K Hold
6,402
– – ﹤0.01% 1450
2019
Q1 		$435K Buy
+6,402
New +$407K ﹤0.01% 1439
2015
Q3 		– Sell
-163
Closed -$6K – 2384
2015
Q2 		$6K Sell
163
-280
-63% -$11.3K ﹤0.01% 2387
2015
Q1 		$20K Sell
443
-141
-24% -$6.25K ﹤0.01% 2229
2014
Q4 		$27K Hold
584
– – ﹤0.01% 2128
2014
Q3 		$22K Sell
584
-261
-31% -$10.2K ﹤0.01% 2142
2014
Q2 		$33K Sell
845
-1
-0.1% -$38 ﹤0.01% 2172
2014
Q1 		$33K Sell
846
-10,334
-92% -$395K ﹤0.01% 2157
2013
Q4 		$431K Buy
11,180
+8,583
+330% +$318K ﹤0.01% 1445
2013
Q3 		$94K Sell
2,597
-1,633
-39% -$61K ﹤0.01% 1880
2013
Q2 		$154K Buy
+4,230
New +$155K ﹤0.01% 1729

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Panagora Asset Management's MGEE Position: Q4 2023 in Review

Panagora Asset Management sold out of MGE Energy Inc (MGEE) in Q4 2023, closing a stake of 2,995 shares — an estimated $205K sold.

Panagora Asset Management first reported a position in MGEE in Q2 2013 and held it in 28 quarters. The position peaked at $839K in Q4 2021. 229 funds tracked by Wall St. Rank hold MGEE as of Q4 2023.

  • Panagora Asset Management reported no remaining MGE Energy Inc position as of Q4 2023 after selling out during the quarter.
  • Panagora Asset Management sold 2,995 MGE Energy Inc shares in Q4 2023, an estimated $205K.
  • Panagora Asset Management first reported a position in MGE Energy Inc in Q2 2013 and held it in 28 quarters.
  • Panagora Asset Management's MGE Energy Inc position peaked at $839K in Q4 2021.
  • 229 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2023.

Based on Panagora Asset Management's 13F filing for Q4 2023, filed 8 Feb 2024.