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Advisors Asset Management’s MGE Energy Inc MGEE Stock Holding History

Advisors Asset 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
2026
Q2 		$639K Sell
7,840
-209
-3% -$16.2K 0.01% 938
2026
Q1 		$622K Sell
8,049
-5,078
-39% -$400K 0.01% 916
2025
Q4 		$1.03M Sell
13,127
-293
-2% -$24.1K 0.02% 785
2025
Q3 		$1.13M Buy
13,420
+728
+6% +$62.1K 0.02% 745
2025
Q2 		$1.12M Buy
12,692
+2,198
+21% +$198K 0.02% 739
2025
Q1 		$976K Buy
10,494
+1,381
+15% +$126K 0.02% 752
2024
Q4 		$856K Buy
9,113
+1,074
+13% +$104K 0.02% 788
2024
Q3 		$735K Buy
8,039
+3,445
+75% +$295K 0.01% 813
2024
Q2 		$343K Buy
4,594
+1,642
+56% +$128K 0.01% 987
2024
Q1 		$232K Buy
+2,952
New +$207K ﹤0.01% 1102
2021
Q3 		– Sell
-2,909
Closed -$217K – 1481
2021
Q2 		$217K Sell
2,909
-2,226
-43% -$166K ﹤0.01% 1191
2021
Q1 		$367K Sell
5,135
-2,759
-35% -$186K 0.01% 1087
2020
Q4 		$553K Sell
7,894
-2,186
-22% -$151K 0.01% 934
2020
Q3 		$632K Sell
10,080
-927
-8% -$60.1K 0.01% 846
2020
Q2 		$710K Buy
11,007
+2,570
+30% +$168K 0.01% 787
2020
Q1 		$552K Buy
8,437
+1,650
+24% +$123K 0.01% 796
2019
Q4 		$535K Buy
6,787
+3,108
+84% +$239K 0.01% 964
2019
Q3 		$294K Buy
3,679
+2,680
+268% +$200K 0.01% 1099
2019
Q2 		$73K Buy
+999
New +$68.7K ﹤0.01% 1356

Other funds holding MGEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Advisors Asset Management's MGEE Position: Q2 2026 in Review

Advisors Asset Management reduced its MGE Energy Inc (MGEE) stake by 2.6% in Q2 2026, selling an estimated $16.2K and leaving 7,840 shares worth $639K. The position accounts for 0.01% of the portfolio, ranked #938.

Advisors Asset Management first reported a position in MGEE in Q2 2019 and has held it in 19 quarters since. The position peaked at $1.13M in Q3 2025. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Advisors Asset Management held 7,840 shares of MGE Energy Inc worth $639K as of Q2 2026.
  • Advisors Asset Management sold 209 MGE Energy Inc shares in Q2 2026, an estimated $16.2K.
  • MGE Energy Inc made up 0.01% of Advisors Asset Management's portfolio in Q2 2026, its #938 holding.
  • Advisors Asset Management first reported a position in MGE Energy Inc in Q2 2019 and has held it in 19 quarters since.
  • Advisors Asset Management's MGE Energy Inc position peaked at $1.13M in Q3 2025.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.