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Annex Advisory Services’s MGE Energy Inc MGEE Stock Holding History

Annex Advisory Services’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 		$268K Buy
3,283
+10
+0.3% +$775 ﹤0.01% 313
2026
Q1 		$253K Buy
3,273
+10
+0.3% +$787 ﹤0.01% 323
2025
Q4 		$256K Buy
3,263
+9
+0.3% +$740 ﹤0.01% 307
2025
Q3 		$274K Buy
3,254
+9
+0.3% +$768 0.01% 267
2025
Q2 		$287K Sell
3,245
-166
-5% -$14.9K 0.01% 258
2025
Q1 		$317K Buy
3,411
+7
+0.2% +$637 0.01% 244
2024
Q4 		$320K Buy
+3,404
New +$329K 0.01% 247
2017
Q4 		– Sell
-3,266
Closed -$211K – 129
2017
Q3 		$211K Buy
3,266
+3
+0.1% +$194 0.04% 115
2017
Q2 		$210K Sell
3,263
-369
-10% -$24.1K 0.05% 116
2017
Q1 		$236K Buy
3,632
+3
+0.1% +$190 0.06% 107
2016
Q4 		$237K Buy
3,629
+3
+0.1% +$179 0.06% 98
2016
Q3 		$205K Buy
3,626
+3
+0.1% +$169 0.05% 102
2016
Q2 		$205K Buy
+3,623
New +$188K 0.06% 103

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

Annex Advisory Services's MGEE Position: Q2 2026 in Review

Annex Advisory Services increased its MGE Energy Inc (MGEE) stake by 0.31% in Q2 2026, buying an estimated $775 and bringing the position to 3,283 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Annex Advisory Services first reported a position in MGEE in Q2 2016 and has held it in 13 quarters since. The position peaked at $320K in Q4 2024. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Annex Advisory Services held 3,283 shares of MGE Energy Inc worth $268K as of Q2 2026.
  • Annex Advisory Services bought 10 MGE Energy Inc shares in Q2 2026, an estimated $775.
  • MGE Energy Inc made up ﹤0.01% of Annex Advisory Services's portfolio in Q2 2026, its #313 holding.
  • Annex Advisory Services first reported a position in MGE Energy Inc in Q2 2016 and has held it in 13 quarters since.
  • Annex Advisory Services's MGE Energy Inc position peaked at $320K in Q4 2024.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.