Trust Company of Vermont’s MGE Energy Inc MGEE Stock Holding History

Trust Company of Vermont’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 Q2	–	Sell	-382	Closed	-$25K	–	820
2020 Q1	$25K	Hold	382	–	–	﹤0.01%	533
2019 Q4	$30K	Hold	382	–	–	﹤0.01%	541
2019 Q3	$31K	Hold	382	–	–	﹤0.01%	550
2019 Q2	$28K	Hold	382	–	–	﹤0.01%	566
2019 Q1	$26K	Hold	382	–	–	﹤0.01%	567
2018 Q4	$23K	Hold	382	–	–	﹤0.01%	593
2018 Q3	$24K	Hold	382	–	–	﹤0.01%	640
2018 Q2	$24K	Hold	382	–	–	﹤0.01%	663
2018 Q1	$21K	Hold	382	–	–	﹤0.01%	644
2017 Q4	$24K	Hold	382	–	–	﹤0.01%	637
2017 Q3	$25K	Hold	382	–	–	﹤0.01%	606
2017 Q2	$25K	Hold	382	–	–	﹤0.01%	611
2017 Q1	$25K	Hold	382	–	–	﹤0.01%	584
2016 Q4	$25K	Hold	382	–	–	﹤0.01%	577
2016 Q3	$22K	Hold	382	–	–	﹤0.01%	555
2016 Q2	$22K	Hold	382	–	–	﹤0.01%	509
2016 Q1	$20K	Hold	382	–	–	﹤0.01%	526
2015 Q4	$18K	Hold	382	–	–	﹤0.01%	551
2015 Q3	$16K	Hold	382	–	–	﹤0.01%	570
2015 Q2	$15K	Hold	382	–	–	﹤0.01%	594
2015 Q1	$17K	Hold	382	–	–	﹤0.01%	578
2014 Q4	$17K	Hold	382	–	–	﹤0.01%	582
2014 Q3	$14K	Hold	382	–	–	﹤0.01%	604
2014 Q2	$15K	Hold	382	–	–	﹤0.01%	571
2014 Q1	$15K	Sell	382 -1	-0.3%	-$38	﹤0.01%	565
2013 Q4	$15K	Hold	383	–	–	﹤0.01%	539
2013 Q3	$14K	Hold	383	–	–	﹤0.01%	529
2013 Q2	$14K	Buy	+383	New	+$14K	﹤0.01%	522

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 Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

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

Trust Company of Vermont's MGEE Position: Q2 2020 in Review

Trust Company of Vermont sold out of MGE Energy Inc (MGEE) in Q2 2020, closing a stake of 382 shares — an estimated $25K sold.

Trust Company of Vermont first reported a position in MGEE in Q2 2013 and held it in 28 quarters. The position peaked at $31K in Q3 2019. 164 funds tracked by Wall St. Rank hold MGEE as of Q2 2020.

Trust Company of Vermont reported no remaining MGE Energy Inc position as of Q2 2020 after selling out during the quarter.
Trust Company of Vermont sold 382 MGE Energy Inc shares in Q2 2020, an estimated $25K.
Trust Company of Vermont first reported a position in MGE Energy Inc in Q2 2013 and held it in 28 quarters.
Trust Company of Vermont's MGE Energy Inc position peaked at $31K in Q3 2019.
164 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2020.

Based on Trust Company of Vermont's 13F filing for Q2 2020, filed 17 Jul 2020.