Milestone Investment Advisors »

MGE Energy shares owned by Milestone Investment Advisors

Quarter-by-quarter ownership of MGE Energy (MGEE) shares owned by Milestone Investment Advisors from 13F filings

Historical chart of Milestone Investment Advisors investment in MGE Energy

Tip: Access up to 7 years of quarterly data

All positions including MGE Energy held by Milestone Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in MGE Energy by Milestone Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $225k 3.3k 68.51
2023-03-31 $255k 3.3k 77.67

More positions owned by Milestone Investment Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Covington Trust High Divid Etf (FDVV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Pimco Etf Tr Enhancd Short (EMNT)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Esg Awre 1 5 Yr (SUSB)

View all positions for Milestone Investment Advisors

Top funds holding MGE Energy

BlackRock
Vanguard Group
State Street Corporation
Geode Capital Management
Victory Capital Management
Dimensional Fund Advisors
First Trust Advisors
Charles Schwab Investment Management
Northern Trust
Bank of New York Mellon
Silvercrest Asset Management Group
Gabelli Funds
Legal & General Group
Goldman Sachs Group
Speece Thorson Capital Group

View all funds holding MGE Energy