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Steward Financial Group’s MGE Energy Inc MGEE Stock Holding History

Steward Financial Group’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
Q3 		$1K Buy
+16
New +$1.21K ﹤0.01% 1202
2023
Q2 		– Sell
-20
Closed -$1K – 782
2023
Q1 		$1K Buy
20
+14
+233% +$1.01K ﹤0.01% 634
2022
Q4 		$0 Buy
+6
New +$412 ﹤0.01% 708
2022
Q3 		– Sell
-6
Closed – – 818
2022
Q2 		$0 Buy
+6
New +$478 ﹤0.01% 1206

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
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

Steward Financial Group's MGEE Position: Q3 2023 in Review

Steward Financial Group opened a new position in MGE Energy Inc (MGEE) in Q3 2023: 16 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1202 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in MGEE as recently as Q1 2023.

Steward Financial Group first reported a position in MGEE in Q2 2022 and has held it in 4 quarters since. 201 funds tracked by Wall St. Rank hold MGEE as of Q3 2023.

  • Steward Financial Group held 16 shares of MGE Energy Inc worth $1K as of Q3 2023.
  • MGE Energy Inc was a new Steward Financial Group position in Q3 2023.
  • MGE Energy Inc made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1202 holding.
  • Steward Financial Group first reported a position in MGE Energy Inc in Q2 2022 and has held it in 4 quarters since.
  • 201 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.