Washington Trust’s MGE Energy Inc MGEE Stock Holding History

Washington Trust’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
2021 Q4	–	Sell	-670	Closed	-$49K	–	1027
2021 Q3	$49K	Hold	670	–	–	﹤0.01%	527
2021 Q2	$50K	Hold	670	–	–	﹤0.01%	519
2021 Q1	$48K	Hold	670	–	–	﹤0.01%	501
2020 Q4	$47K	Hold	670	–	–	﹤0.01%	500
2020 Q3	$42K	Buy	+670	New	+$43.4K	﹤0.01%	478

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

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

Goldman Sachs New York $871B AUM 31.28% 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

SAM

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

Washington Trust's MGEE Position: Q4 2021 in Review

Washington Trust sold out of MGE Energy Inc (MGEE) in Q4 2021, closing a stake of 670 shares — an estimated $49K sold.

Washington Trust first reported a position in MGEE in Q3 2020 and held it in 5 quarters. The position peaked at $50K in Q2 2021. 183 funds tracked by Wall St. Rank hold MGEE as of Q4 2021.

Washington Trust reported no remaining MGE Energy Inc position as of Q4 2021 after selling out during the quarter.
Washington Trust sold 670 MGE Energy Inc shares in Q4 2021, an estimated $49K.
Washington Trust first reported a position in MGE Energy Inc in Q3 2020 and held it in 5 quarters.
Washington Trust's MGE Energy Inc position peaked at $50K in Q2 2021.
183 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2021.

Based on Washington Trust's 13F filing for Q4 2021, filed 9 Feb 2022.