Ameriprise
MGEE icon

Ameriprise’s MGE Energy Inc MGEE Stock Holding History

Ameriprise’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 		$5.21M Sell
67,447
-1,339
-2% -$105K ﹤0.01% 2406
2025
Q4 		$5.39M Sell
68,786
-4,864
-7% -$400K ﹤0.01% 2377
2025
Q3 		$6.2M Sell
73,650
-6,137
-8% -$524K ﹤0.01% 2271
2025
Q2 		$7.06M Sell
79,787
-4,919
-6% -$443K ﹤0.01% 2084
2025
Q1 		$7.87M Sell
84,706
-22,592
-21% -$2.06M ﹤0.01% 1946
2024
Q4 		$10.1M Sell
107,298
-2,914
-3% -$281K ﹤0.01% 1795
2024
Q3 		$10.1M Buy
110,212
+8,214
+8% +$702K ﹤0.01% 1794
2024
Q2 		$7.62M Sell
101,998
-5,632
-5% -$440K ﹤0.01% 1979
2024
Q1 		$8.47M Buy
107,630
+100,999
+1,523% +$7.08M ﹤0.01% 1937
2023
Q4 		$479K Sell
6,631
-398
-6% -$28.8K ﹤0.01% 3467
2023
Q3 		$482K Sell
7,029
-65
-0.9% -$4.93K ﹤0.01% 3430
2023
Q2 		$561K Buy
7,094
+198
+3% +$15.2K ﹤0.01% 3394
2023
Q1 		$536K Sell
6,896
-413
-6% -$29.9K ﹤0.01% 3407
2022
Q4 		$514K Buy
7,309
+1,983
+37% +$136K ﹤0.01% 3397
2022
Q3 		$350K Buy
5,326
+271
+5% +$21.2K ﹤0.01% 3522
2022
Q2 		$394K Sell
5,055
-588
-10% -$46.9K ﹤0.01% 3476
2022
Q1 		$450K Buy
5,643
+972
+21% +$73.9K ﹤0.01% 3527
2021
Q4 		$384K Sell
4,671
-346
-7% -$26.6K ﹤0.01% 3600
2021
Q3 		$368K Buy
5,017
+223
+5% +$17.5K ﹤0.01% 3501
2021
Q2 		$357K Sell
4,794
-59
-1% -$4.4K ﹤0.01% 3580
2021
Q1 		$346K Sell
4,853
-232
-5% -$15.6K ﹤0.01% 3543
2020
Q4 		$356K Sell
5,085
-27
-0.5% -$1.86K ﹤0.01% 3450
2020
Q3 		$320K Sell
5,112
-4,933
-49% -$320K ﹤0.01% 3403
2020
Q2 		$649K Buy
10,045
+4,281
+74% +$279K ﹤0.01% 3099
2020
Q1 		$381K Sell
5,764
-15,255
-73% -$1.14M ﹤0.01% 3222
2019
Q4 		$1.66M Sell
21,019
-4,809
-19% -$370K ﹤0.01% 2823
2019
Q3 		$2.06M Buy
25,828
+569
+2% +$42.6K ﹤0.01% 2678
2019
Q2 		$1.85M Buy
25,259
+28
+0.1% +$1.93K ﹤0.01% 2799
2019
Q1 		$1.72M Buy
25,231
+13,457
+114% +$856K ﹤0.01% 2807
2018
Q4 		$706K Buy
11,774
+62
+0.5% +$3.95K ﹤0.01% 3078
2018
Q3 		$32M Buy
11,712
+908
+8% +$58.9K 0.01% 991
2018
Q2 		$682K Sell
10,804
-982
-8% -$57.2K ﹤0.01% 3143
2018
Q1 		$661K Buy
11,786
+251
+2% +$14.3K ﹤0.01% 3125
2017
Q4 		$728K Sell
11,535
-78
-0.7% -$5.07K ﹤0.01% 3096
2017
Q3 		$751K Sell
11,613
-1,580
-12% -$102K ﹤0.01% 3075
2017
Q2 		$849K Buy
13,193
+2,581
+24% +$168K ﹤0.01% 3014
2017
Q1 		$689K Sell
10,612
-4,932
-32% -$312K ﹤0.01% 3065
2016
Q4 		$1.08M Buy
15,544
+5,304
+52% +$317K ﹤0.01% 2940
2016
Q3 		$579K Sell
10,240
-3,831
-27% -$216K ﹤0.01% 3127
2016
Q2 		$796K Buy
14,071
+8,240
+141% +$427K ﹤0.01% 2982
2016
Q1 		$304K Sell
5,831
-107,690
-95% -$5.3M ﹤0.01% 3358
2015
Q4 		$5.27M Buy
113,521
+10,479
+10% +$449K ﹤0.01% 1982
2015
Q3 		$4.24M Sell
103,042
-19,664
-16% -$777K ﹤0.01% 2127
2015
Q2 		$4.75M Sell
122,706
-62,637
-34% -$2.54M ﹤0.01% 2185
2015
Q1 		$8.21M Sell
185,343
-36,333
-16% -$1.61M ﹤0.01% 1719
2014
Q4 		$10.1M Buy
221,676
+5,700
+3% +$247K 0.01% 1490
2014
Q3 		$8.05M Buy
215,976
+2,765
+1% +$108K ﹤0.01% 1663
2014
Q2 		$8.42M Buy
213,211
+1,920
+0.9% +$73.2K 0.01% 1685
2014
Q1 		$8.29M Sell
211,291
-21,772
-9% -$833K 0.01% 1667
2013
Q4 		$9M Sell
233,063
-60,112
-21% -$2.23M 0.01% 1577
2013
Q3 		$10.7M Sell
293,175
-178,334
-38% -$6.66M 0.01% 1422
2013
Q2 		$17.2M Buy
+471,509
New +$17.3M 0.01% 1065

Other funds holding MGEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Ameriprise's MGEE Position: Q1 2026 in Review

Ameriprise reduced its MGE Energy Inc (MGEE) stake by 1.9% in Q1 2026, selling an estimated $105K and leaving 67,447 shares worth $5.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2406.

Ameriprise first reported a position in MGEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $32M in Q3 2018. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

  • Ameriprise held 67,447 shares of MGE Energy Inc worth $5.21M as of Q1 2026.
  • Ameriprise sold 1,339 MGE Energy Inc shares in Q1 2026, an estimated $105K.
  • MGE Energy Inc made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #2406 holding.
  • Ameriprise first reported a position in MGE Energy Inc in Q2 2013 and has held it in 52 quarters since.
  • Ameriprise's MGE Energy Inc position peaked at $32M in Q3 2018.
  • 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.