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Annis Gardner Whiting Capital Advisors’s MGE Energy Inc MGEE Stock Holding History

Annis Gardner Whiting Capital 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
2025
Q3 		– Sell
-4
Closed -$354 – 1342
2025
Q2 		$354 Buy
+4
New +$360 ﹤0.01% 1218

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's MGEE Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of MGE Energy Inc (MGEE) in Q3 2025, closing a stake of 4 shares — an estimated $354 sold.

Annis Gardner Whiting Capital Advisors first reported a position in MGEE in Q2 2025 and held it in 1 quarter. The position peaked at $354 in Q2 2025. 304 funds tracked by Wall St. Rank hold MGEE as of Q3 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining MGE Energy Inc position as of Q3 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 4 MGE Energy Inc shares in Q3 2025, an estimated $354.
  • Annis Gardner Whiting Capital Advisors first reported a position in MGE Energy Inc in Q2 2025 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's MGE Energy Inc position peaked at $354 in Q2 2025.
  • 304 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.