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Wealthspire Advisors (Maryland)’s MGE Energy Inc MGEE Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$495K Sell
7,906
-553
-7% -$35.8K 0.02% 273
2020
Q2 		$546K Sell
8,459
-1,110
-12% -$72.5K 0.04% 241
2020
Q1 		$627K Sell
9,569
-5,607
-37% -$418K 0.05% 207
2019
Q4 		$1.2M Buy
15,176
+7,792
+106% +$600K 0.08% 148
2019
Q3 		$590K Hold
7,384
– – 0.04% 233
2019
Q2 		$540K Buy
7,384
+7
+0.1% +$481 0.04% 244
2019
Q1 		$501K Buy
7,377
+2,509
+52% +$160K 0.04% 251
2018
Q4 		$292K Sell
4,868
-539
-10% -$34.4K 0.03% 329
2018
Q3 		$345K Sell
5,407
-721
-12% -$46.8K 0.03% 324
2018
Q2 		$386K Sell
6,128
-291
-5% -$17K 0.04% 295
2018
Q1 		$360K Buy
6,419
+309
+5% +$17.6K 0.03% 317
2017
Q4 		$386K Sell
6,110
-809
-12% -$52.6K 0.04% 315
2017
Q3 		$447K Buy
6,919
+8
+0.1% +$518 0.05% 260
2017
Q2 		$445K Sell
6,911
-3,317
-32% -$216K 0.05% 250
2017
Q1 		$665K Hold
10,228
– – 0.09% 139
2016
Q4 		$668K Buy
10,228
+475
+5% +$28.4K 0.1% 134
2016
Q3 		$551K Hold
9,753
– – 0.09% 159
2016
Q2 		$551K Hold
9,753
– – 0.09% 149
2016
Q1 		$510K Sell
9,753
-1,002
-9% -$49.3K 0.09% 152
2015
Q4 		$499K Buy
+10,755
New +$461K 0.09% 151

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MGEE Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its MGE Energy Inc (MGEE) stake by 6.5% in Q3 2020, selling an estimated $35.8K and leaving 7,906 shares worth $495K. The position accounts for 0.02% of the portfolio, ranked #273.

Wealthspire Advisors (Maryland) first reported a position in MGEE in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.2M in Q4 2019. 167 funds tracked by Wall St. Rank hold MGEE as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 7,906 shares of MGE Energy Inc worth $495K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 553 MGE Energy Inc shares in Q3 2020, an estimated $35.8K.
  • MGE Energy Inc made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #273 holding.
  • Wealthspire Advisors (Maryland) first reported a position in MGE Energy Inc in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s MGE Energy Inc position peaked at $1.2M in Q4 2019.
  • 167 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.