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Regent Peak Wealth Advisors’s MGE Energy Inc MGEE Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-14
Closed -$1K – 640
2020
Q4 		$1K Buy
+14
New +$966 ﹤0.01% 953

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State Street
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Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
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Geode Capital Management
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SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Regent Peak Wealth Advisors's MGEE Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of MGE Energy Inc (MGEE) in Q1 2021, closing a stake of 14 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in MGEE in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 178 funds tracked by Wall St. Rank hold MGEE as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining MGE Energy Inc position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 14 MGE Energy Inc shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in MGE Energy Inc in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's MGE Energy Inc position peaked at $1K in Q4 2020.
  • 178 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.