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

Tradition 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
2024 Q1	–	Sell	-173	Closed	-$12K	–	868
2023 Q4	$12K	Buy	173 +1	+0.6%	+$72	﹤0.01%	962
2023 Q3	$12K	Buy	172 +1	+0.6%	+$76	﹤0.01%	976
2023 Q2	$14K	Buy	171 +1	+0.6%	+$77	﹤0.01%	966
2023 Q1	$13K	Buy	170 +1	+0.6%	+$72	﹤0.01%	935
2022 Q4	$12K	Sell	169 -171	-50%	-$11.7K	﹤0.01%	866
2022 Q3	$22K	Hold	340	–	–	﹤0.01%	729
2022 Q2	$26K	Buy	340 +1	+0.3%	+$80	﹤0.01%	595
2022 Q1	$27K	Buy	339 +1	+0.3%	+$76	﹤0.01%	647
2021 Q4	$28K	Buy	338 +1	+0.3%	+$77	﹤0.01%	663
2021 Q3	$25K	Hold	337	–	–	﹤0.01%	672
2021 Q2	$25K	Hold	337	–	–	﹤0.01%	703
2021 Q1	$24K	Hold	337	–	–	﹤0.01%	602
2020 Q4	$24K	Buy	+337	New	+$23.2K	﹤0.01%	553

Other funds holding MGEE

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

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

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

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Tradition Wealth Management's MGEE Position: Q1 2024 in Review

Tradition Wealth Management sold out of MGE Energy Inc (MGEE) in Q1 2024, closing a stake of 173 shares — an estimated $12K sold.

Tradition Wealth Management first reported a position in MGEE in Q4 2020 and held it in 13 quarters. The position peaked at $28K in Q4 2021. 227 funds tracked by Wall St. Rank hold MGEE as of Q1 2024.

Tradition Wealth Management reported no remaining MGE Energy Inc position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 173 MGE Energy Inc shares in Q1 2024, an estimated $12K.
Tradition Wealth Management first reported a position in MGE Energy Inc in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's MGE Energy Inc position peaked at $28K in Q4 2021.
227 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.