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Virtus Alternative Investment Advisers’s MGE Energy Inc MGEE Stock Holding History

Virtus Alternative Investment Advisers’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
-227
Closed -$15K – 285
2020
Q1 		$15K Buy
227
+110
+94% +$8.21K 0.21% 222
2019
Q4 		$9K Buy
+117
New +$9.01K 0.14% 146

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
ZP
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Virtus Alternative Investment Advisers's MGEE Position: Q2 2020 in Review

Virtus Alternative Investment Advisers sold out of MGE Energy Inc (MGEE) in Q2 2020, closing a stake of 227 shares — an estimated $15K sold.

Virtus Alternative Investment Advisers first reported a position in MGEE in Q4 2019 and held it in 2 quarters. The position peaked at $15K in Q1 2020. 163 funds tracked by Wall St. Rank hold MGEE as of Q2 2020.

  • Virtus Alternative Investment Advisers reported no remaining MGE Energy Inc position as of Q2 2020 after selling out during the quarter.
  • Virtus Alternative Investment Advisers sold 227 MGE Energy Inc shares in Q2 2020, an estimated $15K.
  • Virtus Alternative Investment Advisers first reported a position in MGE Energy Inc in Q4 2019 and held it in 2 quarters.
  • Virtus Alternative Investment Advisers's MGE Energy Inc position peaked at $15K in Q1 2020.
  • 163 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2020.

Based on Virtus Alternative Investment Advisers's 13F filing for Q2 2020, filed 5 Aug 2020.