WealthStone’s MGE Energy Inc MGEE Stock Holding History

WealthStone’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
2019 Q3	–	Sell	-27	Closed	-$1.97K	–	381
2019 Q2	$1.97K	Buy	+27	New	+$1.86K	﹤0.01%	533

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SAM

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

WealthStone's MGEE Position: Q3 2019 in Review

WealthStone sold out of MGE Energy Inc (MGEE) in Q3 2019, closing a stake of 27 shares — an estimated $1.97K sold.

WealthStone first reported a position in MGEE in Q2 2019 and held it in 1 quarter. The position peaked at $1.97K in Q2 2019. 163 funds tracked by Wall St. Rank hold MGEE as of Q3 2019.

WealthStone reported no remaining MGE Energy Inc position as of Q3 2019 after selling out during the quarter.
WealthStone sold 27 MGE Energy Inc shares in Q3 2019, an estimated $1.97K.
WealthStone first reported a position in MGE Energy Inc in Q2 2019 and held it in 1 quarter.
WealthStone's MGE Energy Inc position peaked at $1.97K in Q2 2019.
163 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.