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Weld Capital Management’s MGE Energy Inc MGEE Stock Holding History

Weld Capital Management’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
Q4 		– Sell
-5,845
Closed -$467K – 802
2019
Q3 		$467K Buy
5,845
+1,989
+52% +$149K 0.09% 402
2019
Q2 		$282K Buy
+3,856
New +$265K 0.05% 568

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Weld Capital Management's MGEE Position: Q4 2019 in Review

Weld Capital Management sold out of MGE Energy Inc (MGEE) in Q4 2019, closing a stake of 5,845 shares — an estimated $467K sold.

Weld Capital Management first reported a position in MGEE in Q2 2019 and held it in 2 quarters. The position peaked at $467K in Q3 2019. 182 funds tracked by Wall St. Rank hold MGEE as of Q4 2019.

  • Weld Capital Management reported no remaining MGE Energy Inc position as of Q4 2019 after selling out during the quarter.
  • Weld Capital Management sold 5,845 MGE Energy Inc shares in Q4 2019, an estimated $467K.
  • Weld Capital Management first reported a position in MGE Energy Inc in Q2 2019 and held it in 2 quarters.
  • Weld Capital Management's MGE Energy Inc position peaked at $467K in Q3 2019.
  • 182 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2019.

Based on Weld Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.