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QS Investors’s MGE Energy Inc MGEE Stock Holding History

QS Investors’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
Q3 		– Sell
-2,800
Closed -$181K – 1393
2020
Q2 		$181K Buy
2,800
+1,300
+87% +$84.9K ﹤0.01% 1158
2020
Q1 		$99K Hold
1,500
– – ﹤0.01% 1259
2019
Q4 		$117K Hold
1,500
– – ﹤0.01% 1342
2019
Q3 		$120K Sell
1,500
-1,400
-48% -$105K ﹤0.01% 1338
2019
Q2 		$212K Hold
2,900
– – ﹤0.01% 1202
2019
Q1 		$198K Sell
2,900
-9
-0.3% -$573 ﹤0.01% 1223
2018
Q4 		$175K Sell
2,909
-1,600
-35% -$102K ﹤0.01% 1168
2018
Q3 		$288K Buy
4,509
+4,500
+50,000% +$292K ﹤0.01% 1103
2018
Q2 		$1K Sell
9
-700
-99% -$40.8K ﹤0.01% 1804
2018
Q1 		$40K Hold
709
– – ﹤0.01% 1507
2017
Q4 		$45K Hold
709
– – ﹤0.01% 1498
2017
Q3 		$46K Hold
709
– – ﹤0.01% 1538
2017
Q2 		$46K Hold
709
– – ﹤0.01% 1543
2017
Q1 		$46K Sell
709
-600
-46% -$38K ﹤0.01% 1549
2016
Q4 		$85K Sell
1,309
-2,500
-66% -$149K ﹤0.01% 1304
2016
Q3 		$215K Hold
3,809
– – ﹤0.01% 1072
2016
Q2 		$215K Buy
3,809
+3,800
+42,222% +$197K ﹤0.01% 1084
2016
Q1 		$1K Sell
9
-23,572
-100% -$1.16M ﹤0.01% 1686
2015
Q4 		$1.09M Buy
23,581
+9
+0% +$386 0.01% 783
2015
Q3 		$971K Hold
23,572
– – 0.01% 788
2015
Q2 		$913K Buy
+23,572
New +$955K 0.01% 782
2013
Q4 		– Sell
-7,350
Closed -$267K – 605
2013
Q3 		$267K Hold
7,350
– – 0.01% 529
2013
Q2 		$269K Buy
+7,350
New +$269K 0.01% 599

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
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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

QS Investors's MGEE Position: Q3 2020 in Review

QS Investors sold out of MGE Energy Inc (MGEE) in Q3 2020, closing a stake of 2,800 shares — an estimated $181K sold.

QS Investors first reported a position in MGEE in Q2 2013 and held it in 23 quarters. The position peaked at $1.09M in Q4 2015. 167 funds tracked by Wall St. Rank hold MGEE as of Q3 2020.

  • QS Investors reported no remaining MGE Energy Inc position as of Q3 2020 after selling out during the quarter.
  • QS Investors sold 2,800 MGE Energy Inc shares in Q3 2020, an estimated $181K.
  • QS Investors first reported a position in MGE Energy Inc in Q2 2013 and held it in 23 quarters.
  • QS Investors's MGE Energy Inc position peaked at $1.09M in Q4 2015.
  • 167 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2020.

Based on QS Investors's 13F filing for Q3 2020, filed 12 Nov 2020.