ALPS Advisors
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ALPS Advisors’s MGE Energy Inc MGEE Stock Holding History

ALPS Advisors’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
Q3 		$640K Sell
9,214
-4,400
-32% -$346K ﹤0.01% 810
2026
Q2 		$1.11M Buy
13,614
+373
+3% +$28.9K 0.01% 673
2026
Q1 		$1.02M Sell
13,241
-646
-5% -$50.9K ﹤0.01% 580
2025
Q4 		$1.09M Sell
13,887
-866
-6% -$71.2K 0.01% 542
2025
Q3 		$1.24M Buy
14,753
+2,169
+17% +$185K 0.01% 475
2025
Q2 		$1.11M Sell
12,584
-90
-0.7% -$8.1K 0.01% 477
2025
Q1 		$1.18M Buy
12,674
+915
+8% +$83.3K 0.01% 439
2024
Q4 		$1.1M Buy
11,759
+1,740
+17% +$168K 0.01% 461
2024
Q3 		$916K Buy
10,019
+1,055
+12% +$90.2K 0.01% 518
2024
Q2 		$670K Buy
8,964
+1,308
+17% +$102K ﹤0.01% 537
2024
Q1 		$603K Buy
7,656
+1,134
+17% +$79.5K ﹤0.01% 572
2023
Q4 		$472K Buy
6,522
+896
+16% +$64.8K ﹤0.01% 615
2023
Q3 		$385K Buy
5,626
+1,215
+28% +$92.2K ﹤0.01% 630
2023
Q2 		$349K Buy
4,411
+1,367
+45% +$105K ﹤0.01% 732
2023
Q1 		$236K Buy
+3,044
New +$220K ﹤0.01% 966
2022
Q3 		– Sell
-5,274
Closed -$410K – 1146
2022
Q2 		$410K Buy
+5,274
New +$421K ﹤0.01% 649

Other funds holding MGEE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return

ALPS Advisors's MGEE Position: Q3 2026 in Review

ALPS Advisors reduced its MGE Energy Inc (MGEE) stake by 32% in Q3 2026, selling an estimated $346K and leaving 9,214 shares worth $640K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

ALPS Advisors first reported a position in MGEE in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.24M in Q3 2025. 170 funds tracked by Wall St. Rank hold MGEE as of Q3 2026.

  • ALPS Advisors held 9,214 shares of MGE Energy Inc worth $640K as of Q3 2026.
  • ALPS Advisors sold 4,400 MGE Energy Inc shares in Q3 2026, an estimated $346K.
  • MGE Energy Inc made up ﹤0.01% of ALPS Advisors's portfolio in Q3 2026, its #810 holding.
  • ALPS Advisors first reported a position in MGE Energy Inc in Q2 2022 and has held it in 16 quarters since.
  • ALPS Advisors's MGE Energy Inc position peaked at $1.24M in Q3 2025.
  • 170 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2026.

Based on ALPS Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.