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

Aigen 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
2026 Q2	$207K	Buy	+2,536	New	+$197K	0.06%	430
2024 Q3	–	Sell	-5,150	Closed	-$385K	–	897
2024 Q2	$385K	Buy	5,150 +2,026	+65%	+$158K	0.07%	390
2024 Q1	$246K	Buy	+3,124	New	+$219K	0.05%	493
2020 Q3	–	Sell	-6,556	Closed	-$423K	–	1008
2020 Q2	$423K	Sell	6,556 -559	-8%	-$36.5K	0.05%	516
2020 Q1	$466K	Buy	7,115 +6,186	+666%	+$461K	0.06%	441
2019 Q4	$73K	Buy	+929	New	+$71.6K	0.01%	741

Other funds holding MGEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Aigen Investment Management's MGEE Position: Q2 2026 in Review

Aigen Investment Management opened a new position in MGE Energy Inc (MGEE) in Q2 2026: 2,536 shares worth $207K. The stake represents 0.06% of the portfolio and ranks #430 among its holdings. This is a return to the name: Aigen Investment Management previously reported a position in MGEE as recently as Q2 2024.

Aigen Investment Management first reported a position in MGEE in Q4 2019 and has held it in 6 quarters since. The position peaked at $466K in Q1 2020. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

Aigen Investment Management held 2,536 shares of MGE Energy Inc worth $207K as of Q2 2026.
MGE Energy Inc was a new Aigen Investment Management position in Q2 2026.
MGE Energy Inc made up 0.06% of Aigen Investment Management's portfolio in Q2 2026, its #430 holding.
Aigen Investment Management first reported a position in MGE Energy Inc in Q4 2019 and has held it in 6 quarters since.
Aigen Investment Management's MGE Energy Inc position peaked at $466K in Q1 2020.
337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

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