Total Clarity Wealth Management’s MGE Energy Inc MGEE Stock Holding History

Total Clarity 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
2022 Q3	–	Sell	-450	Closed	-$35K	–	675
2022 Q2	$35K	Buy	+450	New	+$35.9K	0.02%	466
2022 Q1	–	Sell	-450	Closed	-$37K	–	629
2021 Q4	$37K	Hold	450	–	–	0.02%	456
2021 Q3	$33K	Buy	+450	New	+$35.2K	0.02%	463
2021 Q2	–	Sell	-450	Closed	-$32K	–	514
2021 Q1	$32K	Buy	+450	New	+$30.3K	0.02%	390
2020 Q1	–	Sell	-450	Closed	-$35K	–	407
2019 Q4	$35K	Buy	+450	New	+$34.7K	0.03%	315

Other funds holding MGEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Total Clarity Wealth Management's MGEE Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of MGE Energy Inc (MGEE) in Q3 2022, closing a stake of 450 shares — an estimated $35K sold.

Total Clarity Wealth Management first reported a position in MGEE in Q4 2019 and held it in 5 quarters. The position peaked at $37K in Q4 2021. 198 funds tracked by Wall St. Rank hold MGEE as of Q3 2022.

Total Clarity Wealth Management reported no remaining MGE Energy Inc position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 450 MGE Energy Inc shares in Q3 2022, an estimated $35K.
Total Clarity Wealth Management first reported a position in MGE Energy Inc in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's MGE Energy Inc position peaked at $37K in Q4 2021.
198 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.