SAM
MGEE icon

Strategic Asset Management’s MGE Energy Inc MGEE Stock Holding History

Strategic Asset 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
2022
Q3 		$33K Hold
502
– – 0.06% 190
2022
Q2 		$39K Hold
502
– – 0.06% 181
2022
Q1 		$40K Hold
502
– – 0.06% 189
2021
Q4 		$41K Hold
502
– – 0.06% 181
2021
Q3 		$38K Buy
+502
New +$39.3K 0.05% 178

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Strategic Asset Management's MGEE Position: Q3 2022 in Review

Strategic Asset Management held its MGE Energy Inc (MGEE) position steady in Q3 2022 at 502 shares worth $33K. The position accounts for 0.06% of the portfolio, ranked #190.

Strategic Asset Management first reported a position in MGEE in Q3 2021 and has held it in 5 quarters since. The position peaked at $41K in Q4 2021. 198 funds tracked by Wall St. Rank hold MGEE as of Q3 2022.

  • Strategic Asset Management held 502 shares of MGE Energy Inc worth $33K as of Q3 2022.
  • Strategic Asset Management left its MGE Energy Inc share count unchanged in Q3 2022.
  • MGE Energy Inc made up 0.06% of Strategic Asset Management's portfolio in Q3 2022, its #190 holding.
  • Strategic Asset Management first reported a position in MGE Energy Inc in Q3 2021 and has held it in 5 quarters since.
  • Strategic Asset Management's MGE Energy Inc position peaked at $41K in Q4 2021.
  • 198 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.