AQR Capital Management
MGEE icon

AQR Capital Management’s MGE Energy Inc MGEE Stock Holding History

AQR Capital Management’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 		$2.64M Buy
34,218
+6,441
+23% +$507K ﹤0.01% 2162
2025
Q4 		$2.18M Sell
27,777
-2,512
-8% -$206K ﹤0.01% 2083
2025
Q3 		$2.55M Buy
30,289
+16,493
+120% +$1.41M ﹤0.01% 1838
2025
Q2 		$1.22M Buy
13,796
+5,521
+67% +$497K ﹤0.01% 2081
2025
Q1 		$769K Buy
8,275
+1,312
+19% +$119K ﹤0.01% 2183
2024
Q4 		$654K Sell
6,963
-250
-3% -$24.1K ﹤0.01% 2114
2024
Q3 		$660K Buy
7,213
+1,554
+27% +$133K ﹤0.01% 2053
2024
Q2 		$423K Sell
5,659
-117
-2% -$9.14K ﹤0.01% 2124
2024
Q1 		$455K Buy
5,776
+1,906
+49% +$134K ﹤0.01% 1990
2023
Q4 		$280K Sell
3,870
-727
-16% -$52.6K ﹤0.01% 2087
2023
Q3 		$315K Sell
4,597
-3,583
-44% -$272K ﹤0.01% 1997
2023
Q2 		$647K Sell
8,180
-701
-8% -$53.8K ﹤0.01% 1717
2023
Q1 		$690K Sell
8,881
-2,564
-22% -$186K ﹤0.01% 1671
2022
Q4 		$806K Buy
11,445
+362
+3% +$24.9K ﹤0.01% 1627
2022
Q3 		$727K Sell
11,083
-921
-8% -$72.2K ﹤0.01% 1642
2022
Q2 		$934K Buy
12,004
+4,208
+54% +$336K ﹤0.01% 1451
2022
Q1 		$622K Buy
+7,796
New +$593K ﹤0.01% 1732
2021
Q1 		– Sell
-3,124
Closed -$219K – 2239
2020
Q4 		$219K Sell
3,124
-5,928
-65% -$409K ﹤0.01% 2067
2020
Q3 		$567K Sell
9,052
-23,078
-72% -$1.5M ﹤0.01% 1665
2020
Q2 		$2.07M Sell
32,130
-10,389
-24% -$678K ﹤0.01% 1149
2020
Q1 		$2.78M Buy
42,519
+34,016
+400% +$2.54M ﹤0.01% 971
2019
Q4 		$670K Sell
8,503
-4,048
-32% -$312K ﹤0.01% 1656
2019
Q3 		$1M Buy
12,551
+1,181
+10% +$88.3K ﹤0.01% 1527
2019
Q2 		$831K Buy
11,370
+802
+8% +$55.1K ﹤0.01% 1562
2019
Q1 		$718K Buy
10,568
+2,845
+37% +$181K ﹤0.01% 1673
2018
Q4 		$463K Sell
7,723
-14,833
-66% -$945K ﹤0.01% 1812
2018
Q3 		$1.44M Buy
22,556
+783
+4% +$50.8K ﹤0.01% 1540
2018
Q2 		$1.37M Sell
21,773
-1,070
-5% -$62.4K ﹤0.01% 1587
2018
Q1 		$1.28M Sell
22,843
-14,824
-39% -$844K ﹤0.01% 1573
2017
Q4 		$2.38M Buy
37,667
+1,591
+4% +$103K ﹤0.01% 1298
2017
Q3 		$2.33M Buy
36,076
+2,679
+8% +$173K ﹤0.01% 1321
2017
Q2 		$2.15M Buy
33,397
+9,374
+39% +$612K ﹤0.01% 1353
2017
Q1 		$1.56M Sell
24,023
-6,718
-22% -$425K ﹤0.01% 1489
2016
Q4 		$2.01M Sell
30,741
-6,363
-17% -$380K ﹤0.01% 1404
2016
Q3 		$2.1M Buy
37,104
+21,281
+134% +$1.2M ﹤0.01% 1394
2016
Q2 		$894K Buy
15,823
+3,966
+33% +$205K ﹤0.01% 1657
2016
Q1 		$620K Buy
11,857
+3,019
+34% +$149K ﹤0.01% 1756
2015
Q4 		$410K Sell
8,838
-1,497
-14% -$64.2K ﹤0.01% 1941
2015
Q3 		$426K Sell
10,335
-2,537
-20% -$100K ﹤0.01% 1785
2015
Q2 		$499K Sell
12,872
-2,028
-14% -$82.2K ﹤0.01% 1788
2015
Q1 		$660K Buy
14,900
+8,800
+144% +$390K ﹤0.01% 1596
2014
Q4 		$278K Buy
+6,100
New +$264K ﹤0.01% 2238
2014
Q3 		– Sell
-11,267
Closed -$445K – 2561
2014
Q2 		$445K Sell
11,267
-4,000
-26% -$152K ﹤0.01% 2044
2014
Q1 		$599K Sell
15,267
-900
-6% -$34.4K ﹤0.01% 1949
2013
Q4 		$624K Sell
16,167
-13,899
-46% -$515K ﹤0.01% 1954
2013
Q3 		$1.09M Sell
30,066
-6,150
-17% -$230K ﹤0.01% 1623
2013
Q2 		$1.32M Buy
+36,216
New +$1.33M ﹤0.01% 1436

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

AQR Capital Management's MGEE Position: Q1 2026 in Review

AQR Capital Management increased its MGE Energy Inc (MGEE) stake by 23% in Q1 2026, buying an estimated $507K and bringing the position to 34,218 shares worth $2.64M. The position accounts for ﹤0.01% of the portfolio, ranked #2162.

AQR Capital Management first reported a position in MGEE in Q2 2013 and has held it in 47 quarters since. The position peaked at $2.78M in Q1 2020. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

  • AQR Capital Management held 34,218 shares of MGE Energy Inc worth $2.64M as of Q1 2026.
  • AQR Capital Management bought 6,441 MGE Energy Inc shares in Q1 2026, an estimated $507K.
  • MGE Energy Inc made up ﹤0.01% of AQR Capital Management's portfolio in Q1 2026, its #2162 holding.
  • AQR Capital Management first reported a position in MGE Energy Inc in Q2 2013 and has held it in 47 quarters since.
  • AQR Capital Management's MGE Energy Inc position peaked at $2.78M in Q1 2020.
  • 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on AQR Capital Management's 13F filing for Q1 2026, filed 15 May 2026.