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

TD 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
2024
Q1 		– Sell
-20,008
Closed -$1.45M – 1416
2023
Q4 		$1.45M Buy
20,008
+1,200
+6% +$86.9K ﹤0.01% 1098
2023
Q3 		$1.29M Buy
18,808
+800
+4% +$60.7K ﹤0.01% 1081
2023
Q2 		$1.42M Hold
18,008
– – ﹤0.01% 1045
2023
Q1 		$1.4M Hold
18,008
– – ﹤0.01% 1077
2022
Q4 		$1.27M Buy
18,008
+1,500
+9% +$103K ﹤0.01% 1101
2022
Q3 		$1.13M Sell
16,508
-534
-3% -$41.9K ﹤0.01% 1156
2022
Q2 		$1.33M Sell
17,042
-585
-3% -$46.6K ﹤0.01% 1126
2022
Q1 		$1.41M Sell
17,627
-3,084
-15% -$234K ﹤0.01% 1177
2021
Q4 		$1.7M Buy
20,711
+10,345
+100% +$794K ﹤0.01% 1170
2021
Q3 		$762K Hold
10,366
– – ﹤0.01% 1314
2021
Q2 		$810K Sell
10,366
-2,293
-18% -$171K ﹤0.01% 1301
2021
Q1 		$904K Buy
12,659
+581
+5% +$39.1K ﹤0.01% 1278
2020
Q4 		$846K Buy
12,078
+1,500
+14% +$103K ﹤0.01% 1220
2020
Q3 		$663K Buy
10,578
+3,100
+41% +$201K ﹤0.01% 1181
2020
Q2 		$482K Buy
+7,478
New +$488K ﹤0.01% 1222

Other funds holding MGEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TD Asset Management's MGEE Position: Q1 2024 in Review

TD Asset Management sold out of MGE Energy Inc (MGEE) in Q1 2024, closing a stake of 20,008 shares — an estimated $1.45M sold.

TD Asset Management first reported a position in MGEE in Q2 2020 and held it in 15 quarters. The position peaked at $1.7M in Q4 2021. 227 funds tracked by Wall St. Rank hold MGEE as of Q1 2024.

  • TD Asset Management reported no remaining MGE Energy Inc position as of Q1 2024 after selling out during the quarter.
  • TD Asset Management sold 20,008 MGE Energy Inc shares in Q1 2024, an estimated $1.45M.
  • TD Asset Management first reported a position in MGE Energy Inc in Q2 2020 and held it in 15 quarters.
  • TD Asset Management's MGE Energy Inc position peaked at $1.7M in Q4 2021.
  • 227 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2024.

Based on TD Asset Management's 13F filing for Q1 2024, filed 8 May 2024.