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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

ALPS Advisors's MGEE Position: Q1 2026 in Review

ALPS Advisors reduced its MGE Energy Inc (MGEE) stake by 4.7% in Q1 2026, selling an estimated $50.9K and leaving 13,241 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #580.

ALPS Advisors first reported a position in MGEE in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.24M in Q3 2025. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

ALPS Advisors held 13,241 shares of MGE Energy Inc worth $1.02M as of Q1 2026.
ALPS Advisors sold 646 MGE Energy Inc shares in Q1 2026, an estimated $50.9K.
MGE Energy Inc made up ﹤0.01% of ALPS Advisors's portfolio in Q1 2026, its #580 holding.
ALPS Advisors first reported a position in MGE Energy Inc in Q2 2022 and has held it in 14 quarters since.
ALPS Advisors's MGE Energy Inc position peaked at $1.24M in Q3 2025.
317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.