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Royal Fund Management’s MGE Energy Inc MGEE Stock Holding History

Royal Fund 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
2020
Q2 		– Sell
-61
Closed -$4K – 392
2020
Q1 		$4K Hold
61
– – ﹤0.01% 441
2019
Q4 		$4K Hold
61
– – ﹤0.01% 500
2019
Q3 		$4K Hold
61
– – ﹤0.01% 466
2019
Q2 		$4K Buy
61
+1
+2% +$69 ﹤0.01% 454
2019
Q1 		$4K Hold
60
– – ﹤0.01% 456
2018
Q4 		$3K Hold
60
– – ﹤0.01% 456
2018
Q3 		$3K Buy
60
+1
+2% +$65 ﹤0.01% 433
2018
Q2 		$3K Hold
59
– – ﹤0.01% 457
2018
Q1 		$3K Buy
+59
New +$3.36K ﹤0.01% 431

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royal Fund Management's MGEE Position: Q2 2020 in Review

Royal Fund Management sold out of MGE Energy Inc (MGEE) in Q2 2020, closing a stake of 61 shares — an estimated $4K sold.

Royal Fund Management first reported a position in MGEE in Q1 2018 and held it in 9 quarters. The position peaked at $4K in Q1 2020. 163 funds tracked by Wall St. Rank hold MGEE as of Q2 2020.

  • Royal Fund Management reported no remaining MGE Energy Inc position as of Q2 2020 after selling out during the quarter.
  • Royal Fund Management sold 61 MGE Energy Inc shares in Q2 2020, an estimated $4K.
  • Royal Fund Management first reported a position in MGE Energy Inc in Q1 2018 and held it in 9 quarters.
  • Royal Fund Management's MGE Energy Inc position peaked at $4K in Q1 2020.
  • 163 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.