RAFFA WEALTH MANAGEMENT, LLC’s MGE Energy Inc MGEE Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2023 Q2	–	Sell	-1,500	Closed	-$117K	–	1079
2023 Q1	$117K	Hold	1,500	–	–	0.04%	87
2022 Q4	$106K	Hold	1,500	–	–	0.04%	82
2022 Q3	$98.4K	Hold	1,500	–	–	0.04%	84
2022 Q2	$117K	Hold	1,500	–	–	0.05%	78
2022 Q1	$120K	Hold	1,500	–	–	0.04%	78
2021 Q4	$123K	Hold	1,500	–	–	0.04%	78
2021 Q3	$110K	Hold	1,500	–	–	0.04%	67
2021 Q2	$112K	Hold	1,500	–	–	0.04%	66
2021 Q1	$107K	Hold	1,500	–	–	0.04%	93
2020 Q4	$105K	Hold	1,500	–	–	0.04%	87
2020 Q3	$94K	Hold	1,500	–	–	0.04%	85
2020 Q2	$96.8K	Hold	1,500	–	–	0.04%	84
2020 Q1	$98.2K	Hold	1,500	–	–	0.04%	78
2019 Q4	$118K	Hold	1,500	–	–	0.04%	91
2019 Q3	$120K	Buy	+1,500	New	+$112K	0.04%	88

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's MGEE Position: Q2 2023 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of MGE Energy Inc (MGEE) in Q2 2023, closing a stake of 1,500 shares — an estimated $117K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in MGEE in Q3 2019 and held it in 15 quarters. The position peaked at $123K in Q4 2021. 198 funds tracked by Wall St. Rank hold MGEE as of Q2 2023.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining MGE Energy Inc position as of Q2 2023 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 1,500 MGE Energy Inc shares in Q2 2023, an estimated $117K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in MGE Energy Inc in Q3 2019 and held it in 15 quarters.
RAFFA WEALTH MANAGEMENT, LLC's MGE Energy Inc position peaked at $123K in Q4 2021.
198 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2023.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2023, filed 27 Jul 2026.