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WealthPLAN Partners’s MGE Energy Inc MGEE Stock Holding History

WealthPLAN Partners’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
-849
Closed -$65.9K – 1343
2023
Q1 		$65.9K Buy
+849
New +$61.5K 0.01% 506
2016
Q3 		$297 Sell
5
-5
-50% -$282 ﹤0.01% 932
2016
Q2 		$308 Buy
+10
New +$518 ﹤0.01% 2389
2015
Q4 		$101K Buy
+6,513
New +$279K 0.02% 414

Other funds holding MGEE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthPLAN Partners's MGEE Position: Q2 2023 in Review

WealthPLAN Partners sold out of MGE Energy Inc (MGEE) in Q2 2023, closing a stake of 849 shares — an estimated $65.9K sold.

WealthPLAN Partners first reported a position in MGEE in Q4 2015 and held it in 4 quarters. The position peaked at $101K in Q4 2015. 198 funds tracked by Wall St. Rank hold MGEE as of Q2 2023.

  • WealthPLAN Partners reported no remaining MGE Energy Inc position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 849 MGE Energy Inc shares in Q2 2023, an estimated $65.9K.
  • WealthPLAN Partners first reported a position in MGE Energy Inc in Q4 2015 and held it in 4 quarters.
  • WealthPLAN Partners's MGE Energy Inc position peaked at $101K in Q4 2015.
  • 198 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.