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SVA Wealth Management’s MGE Energy Inc MGEE Stock Holding History

SVA Wealth 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
Q4 		$546K Sell
7,794
-736
-9% -$50.8K 0.05% 157
2020
Q3 		$535K Sell
8,530
-536
-6% -$34.7K 0.05% 144
2020
Q2 		$585K Buy
9,066
+59
+0.7% +$3.85K 0.06% 139
2020
Q1 		$590K Sell
9,007
-403
-4% -$30.1K 0.07% 135
2019
Q4 		$742K Sell
9,410
-3,426
-27% -$264K 0.07% 131
2019
Q3 		$1.02M Buy
12,836
+314
+3% +$23.5K 0.1% 120
2019
Q2 		$915K Buy
12,522
+16
+0.1% +$1.1K 0.09% 126
2019
Q1 		$850K Buy
12,506
+867
+7% +$55.2K 0.08% 131
2018
Q4 		$698K Buy
11,639
+132
+1% +$8.41K 0.08% 131
2018
Q3 		$735K Buy
11,507
+16
+0.1% +$1.04K 0.07% 133
2018
Q2 		$725K Sell
11,491
-291
-2% -$17K 0.08% 134
2018
Q1 		$761K Buy
11,782
+227
+2% +$12.9K 0.09% 126
2017
Q4 		$729K Sell
11,555
-227
-2% -$14.8K 0.09% 129
2017
Q3 		$761K Sell
11,782
-1,497
-11% -$96.9K 0.09% 126
2017
Q2 		$855K Buy
13,279
+1,768
+15% +$115K 0.11% 118
2017
Q1 		$748K Buy
11,511
+1,979
+21% +$125K 0.1% 122
2016
Q4 		$622K Buy
9,532
+350
+4% +$20.9K 0.09% 130
2016
Q3 		$519K Sell
9,182
-681
-7% -$38.4K 0.08% 133
2016
Q2 		$557K Buy
9,863
+18
+0.2% +$932 0.09% 133
2016
Q1 		$514K Sell
9,845
-450
-4% -$22.2K 0.09% 138
2015
Q4 		$478K Hold
10,295
– – 0.08% 153
2015
Q3 		$424K Buy
10,295
+4,105
+66% +$162K 0.08% 155
2015
Q2 		$240K Sell
6,190
-151
-2% -$6.12K 0.04% 194
2015
Q1 		$281K Buy
+6,341
New +$281K 0.05% 183

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
Victory Capital Management
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
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

SVA Wealth Management's MGEE Position: Q4 2020 in Review

SVA Wealth Management reduced its MGE Energy Inc (MGEE) stake by 8.6% in Q4 2020, selling an estimated $50.8K and leaving 7,794 shares worth $546K. The position accounts for 0.05% of the portfolio, ranked #157.

SVA Wealth Management first reported a position in MGEE in Q1 2015 and has held it in 24 quarters since. The position peaked at $1.02M in Q3 2019. 173 funds tracked by Wall St. Rank hold MGEE as of Q4 2020.

  • SVA Wealth Management held 7,794 shares of MGE Energy Inc worth $546K as of Q4 2020.
  • SVA Wealth Management sold 736 MGE Energy Inc shares in Q4 2020, an estimated $50.8K.
  • MGE Energy Inc made up 0.05% of SVA Wealth Management's portfolio in Q4 2020, its #157 holding.
  • SVA Wealth Management first reported a position in MGE Energy Inc in Q1 2015 and has held it in 24 quarters since.
  • SVA Wealth Management's MGE Energy Inc position peaked at $1.02M in Q3 2019.
  • 173 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.