Ameritas Investment Partners’s MGE Energy Inc MGEE Stock Holding History

Ameritas Investment Partners’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	$279K	Buy	3,416 +331	+11%	+$25.6K	0.01%	1195
2026 Q1	$238K	Hold	3,085	–	–	0.01%	1162
2025 Q4	$242K	Hold	3,085	–	–	0.01%	1141
2025 Q3	$260K	Sell	3,085 -603	-16%	-$51.5K	0.01%	1088
2025 Q2	$326K	Hold	3,688	–	–	0.01%	1023
2025 Q1	$343K	Sell	3,688 -126	-3%	-$11.5K	0.01%	968
2024 Q4	$358K	Buy	3,814 +172	+5%	+$16.6K	0.01%	982
2024 Q3	$333K	Hold	3,642	–	–	0.01%	1025
2024 Q2	$272K	Sell	3,642 -138	-4%	-$10.8K	0.01%	1061
2024 Q1	$298K	Hold	3,780	–	–	0.01%	1034
2023 Q4	$273K	Buy	3,780 +152	+4%	+$11K	0.01%	1082
2023 Q3	$249K	Buy	3,628 +613	+20%	+$46.5K	0.01%	1050
2023 Q2	$239K	Buy	3,015 +160	+6%	+$12.3K	0.01%	1031
2023 Q1	$222K	Hold	2,855	–	–	0.01%	1042
2022 Q4	$201K	Hold	2,855	–	–	0.01%	1140
2022 Q3	$187K	Buy	2,855 +124	+5%	+$9.72K	0.01%	1095
2022 Q2	$212K	Sell	2,731 -126	-4%	-$10K	0.01%	1036
2022 Q1	$228K	Hold	2,857	–	–	0.01%	1106
2021 Q4	$235K	Hold	2,857	–	–	0.01%	1132
2021 Q3	$210K	Hold	2,857	–	–	0.01%	1170
2021 Q2	$213K	Sell	2,857 -210	-7%	-$15.7K	0.01%	1199
2021 Q1	$219K	Hold	3,067	–	–	0.01%	1151
2020 Q4	$215K	Hold	3,067	–	–	0.01%	1098
2020 Q3	$192K	Hold	3,067	–	–	0.01%	1050
2020 Q2	$198K	Hold	3,067	–	–	0.01%	1028
2020 Q1	$201K	Hold	3,067	–	–	0.01%	935
2019 Q4	$242K	Buy	3,067 +101	+3%	+$7.78K	0.01%	979
2019 Q3	$237K	Hold	2,966	–	–	0.01%	968
2019 Q2	$217K	Buy	2,966 +132	+5%	+$9.07K	0.01%	1013
2019 Q1	$193K	Hold	2,834	–	–	0.01%	1067
2018 Q4	$170K	Hold	2,834	–	–	0.01%	1054
2018 Q3	$181K	Hold	2,834	–	–	0.01%	1150
2018 Q2	$179K	Sell	2,834 -187	-6%	-$10.9K	0.01%	1131
2018 Q1	$169K	Hold	3,021	–	–	0.01%	1166
2017 Q4	$191K	Hold	3,021	–	–	0.01%	1110
2017 Q3	$192K	Hold	3,021	–	–	0.01%	1082
2017 Q2	$194K	Hold	3,021	–	–	0.01%	1079
2017 Q1	$196K	Buy	+3,021	New	+$191K	0.01%	1075
2016 Q4	–	Sell	-200	Closed	-$11K	–	1269
2016 Q3	$11K	Hold	200	–	–	﹤0.01%	1189
2016 Q2	$11K	Hold	200	–	–	﹤0.01%	1122
2016 Q1	$10K	Hold	200	–	–	﹤0.01%	1127
2015 Q4	$9K	Hold	200	–	–	﹤0.01%	1130
2015 Q3	$8K	Hold	200	–	–	﹤0.01%	1087
2015 Q2	$7K	Hold	200	–	–	﹤0.01%	1142
2015 Q1	$8K	Hold	200	–	–	﹤0.01%	1178
2014 Q4	$9K	Buy	+200	New	+$8.67K	﹤0.01%	1155

Other funds holding MGEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Ameritas Investment Partners's MGEE Position: Q2 2026 in Review

Ameritas Investment Partners increased its MGE Energy Inc (MGEE) stake by 11% in Q2 2026, buying an estimated $25.6K and bringing the position to 3,416 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #1195.

Ameritas Investment Partners first reported a position in MGEE in Q4 2014 and has held it in 46 quarters since. The position peaked at $358K in Q4 2024. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

Ameritas Investment Partners held 3,416 shares of MGE Energy Inc worth $279K as of Q2 2026.
Ameritas Investment Partners bought 331 MGE Energy Inc shares in Q2 2026, an estimated $25.6K.
MGE Energy Inc made up 0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #1195 holding.
Ameritas Investment Partners first reported a position in MGE Energy Inc in Q4 2014 and has held it in 46 quarters since.
Ameritas Investment Partners's MGE Energy Inc position peaked at $358K in Q4 2024.
337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.