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

TCI 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
2023
Q2 		– Sell
-2
Closed -$156 – 1395
2023
Q1 		$156 Hold
2
– – ﹤0.01% 2361
2022
Q4 		$141 Sell
2
-98
-98% -$6.73K ﹤0.01% 2375
2022
Q3 		$7K Buy
100
+56
+127% +$4.39K ﹤0.01% 1266
2022
Q2 		$3K Buy
44
+17
+63% +$1.36K ﹤0.01% 1836
2022
Q1 		$2K Hold
27
– – ﹤0.01% 2001
2021
Q4 		$2K Hold
27
– – ﹤0.01% 2097
2021
Q3 		$2K Hold
27
– – ﹤0.01% 2152
2021
Q2 		$2K Hold
27
– – ﹤0.01% 2047
2021
Q1 		$2K Buy
+27
New +$1.82K ﹤0.01% 1807

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

TCI Wealth Advisors's MGEE Position: Q2 2023 in Review

TCI Wealth Advisors sold out of MGE Energy Inc (MGEE) in Q2 2023, closing a stake of 2 shares — an estimated $156 sold.

TCI Wealth Advisors first reported a position in MGEE in Q1 2021 and held it in 9 quarters. The position peaked at $7K in Q3 2022. 198 funds tracked by Wall St. Rank hold MGEE as of Q2 2023.

  • TCI Wealth Advisors reported no remaining MGE Energy Inc position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 2 MGE Energy Inc shares in Q2 2023, an estimated $156.
  • TCI Wealth Advisors first reported a position in MGE Energy Inc in Q1 2021 and held it in 9 quarters.
  • TCI Wealth Advisors's MGE Energy Inc position peaked at $7K in Q3 2022.
  • 198 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.