AA
MGEE icon

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
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

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

ALPS Advisors's MGEE Position: Q2 2026 in Review

ALPS Advisors increased its MGE Energy Inc (MGEE) stake by 2.8% in Q2 2026, buying an estimated $28.9K and bringing the position to 13,614 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #673.

ALPS Advisors first reported a position in MGEE in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.24M in Q3 2025. 338 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • ALPS Advisors held 13,614 shares of MGE Energy Inc worth $1.11M as of Q2 2026.
  • ALPS Advisors bought 373 MGE Energy Inc shares in Q2 2026, an estimated $28.9K.
  • MGE Energy Inc made up 0.01% of ALPS Advisors's portfolio in Q2 2026, its #673 holding.
  • ALPS Advisors first reported a position in MGE Energy Inc in Q2 2022 and has held it in 15 quarters since.
  • ALPS Advisors's MGE Energy Inc position peaked at $1.24M in Q3 2025.
  • 338 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.