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Algert Global’s MGE Energy Inc MGEE Stock Holding History

Algert Global’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 		$2.76M Buy
+33,810
New +$2.62M 0.03% 754
2024
Q3 		– Sell
-3,643
Closed -$272K – 1418
2024
Q2 		$272K Sell
3,643
-2,292
-39% -$179K 0.01% 1159
2024
Q1 		$467K Sell
5,935
-17,130
-74% -$1.2M 0.02% 780
2023
Q4 		$1.67M Hold
23,065
– – 0.07% 472
2023
Q3 		$1.58M Hold
23,065
– – 0.07% 445
2023
Q2 		$1.82M Hold
23,065
– – 0.08% 417
2023
Q1 		$1.79M Buy
23,065
+8,072
+54% +$585K 0.08% 387
2022
Q4 		$1.06M Hold
14,993
– – 0.06% 549
2022
Q3 		$984K Buy
14,993
+3,226
+27% +$253K 0.06% 554
2022
Q2 		$916K Hold
11,767
– – 0.07% 521
2022
Q1 		$939K Buy
11,767
+6,572
+127% +$500K 0.06% 551
2021
Q4 		$427K Sell
5,195
-1,450
-22% -$111K 0.05% 594
2021
Q3 		$488K Buy
+6,645
New +$520K 0.06% 547

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

Algert Global's MGEE Position: Q2 2026 in Review

Algert Global opened a new position in MGE Energy Inc (MGEE) in Q2 2026: 33,810 shares worth $2.76M. The stake represents 0.03% of the portfolio and ranks #754 among its holdings. This is a return to the name: Algert Global previously reported a position in MGEE as recently as Q2 2024.

Algert Global first reported a position in MGEE in Q3 2021 and has held it in 13 quarters since. 338 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Algert Global held 33,810 shares of MGE Energy Inc worth $2.76M as of Q2 2026.
  • MGE Energy Inc was a new Algert Global position in Q2 2026.
  • MGE Energy Inc made up 0.03% of Algert Global's portfolio in Q2 2026, its #754 holding.
  • Algert Global first reported a position in MGE Energy Inc in Q3 2021 and has held it in 13 quarters since.
  • 338 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.