Zacks Investment Management’s MGE Energy Inc MGEE Stock Holding History

Zacks Investment 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
2023 Q3	–	Sell	-4,209	Closed	-$333K	–	672
2023 Q2	$333K	Buy	+4,209	New	+$323K	﹤0.01%	513
2022 Q2	–	Sell	-12,407	Closed	-$990K	–	613
2022 Q1	$990K	Buy	12,407 +9,025	+267%	+$686K	0.01%	369
2021 Q4	$278K	Hold	3,382	–	–	﹤0.01%	550
2021 Q3	$249K	Hold	3,382	–	–	﹤0.01%	552
2021 Q2	$252K	Hold	3,382	–	–	﹤0.01%	537
2021 Q1	$241K	Sell	3,382 -140	-4%	-$9.43K	﹤0.01%	471
2020 Q4	$247K	Buy	+3,522	New	+$243K	﹤0.01%	482
2016 Q2	–	Sell	-8,909	Closed	-$465K	–	683
2016 Q1	$465K	Sell	8,909 -2	-0%	-$98	0.01%	454
2015 Q4	$413K	Buy	8,911 +3,083	+53%	+$132K	0.01%	443
2015 Q3	$240K	Sell	5,828 -4,706	-45%	-$186K	0.01%	527
2015 Q2	$408K	Buy	+10,534	New	+$427K	0.01%	474

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 Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Zacks Investment Management's MGEE Position: Q3 2023 in Review

Zacks Investment Management sold out of MGE Energy Inc (MGEE) in Q3 2023, closing a stake of 4,209 shares — an estimated $333K sold.

Zacks Investment Management first reported a position in MGEE in Q2 2015 and held it in 11 quarters. The position peaked at $990K in Q1 2022. 201 funds tracked by Wall St. Rank hold MGEE as of Q3 2023.

Zacks Investment Management reported no remaining MGE Energy Inc position as of Q3 2023 after selling out during the quarter.
Zacks Investment Management sold 4,209 MGE Energy Inc shares in Q3 2023, an estimated $333K.
Zacks Investment Management first reported a position in MGE Energy Inc in Q2 2015 and held it in 11 quarters.
Zacks Investment Management's MGE Energy Inc position peaked at $990K in Q1 2022.
201 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2023.

Based on Zacks Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.