River Wealth Advisors’s MGE Energy Inc MGEE Stock Holding History

River 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
2018 Q4	–	Sell	-67	Closed	-$4K	–	571
2018 Q3	$4K	Hold	67	–	–	﹤0.01%	513
2018 Q2	$4K	Buy	+67	New	+$3.9K	﹤0.01%	515

Other funds holding MGEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

River Wealth Advisors's MGEE Position: Q4 2018 in Review

River Wealth Advisors sold out of MGE Energy Inc (MGEE) in Q4 2018, closing a stake of 67 shares — an estimated $4K sold.

River Wealth Advisors first reported a position in MGEE in Q2 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 157 funds tracked by Wall St. Rank hold MGEE as of Q4 2018.

River Wealth Advisors reported no remaining MGE Energy Inc position as of Q4 2018 after selling out during the quarter.
River Wealth Advisors sold 67 MGE Energy Inc shares in Q4 2018, an estimated $4K.
River Wealth Advisors first reported a position in MGE Energy Inc in Q2 2018 and held it in 2 quarters.
River Wealth Advisors's MGE Energy Inc position peaked at $4K in Q3 2018.
157 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2018.

Based on River Wealth Advisors's 13F filing for Q4 2018, filed 25 Jan 2019.