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

Aquatic 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 Q2	$601K	Buy	+7,366	New	+$571K	0.02%	730
2025 Q4	–	Sell	-7,312	Closed	-$616K	–	1618
2025 Q3	$616K	Sell	7,312 -3,218	-31%	-$275K	0.01%	817
2025 Q2	$931K	Buy	10,530 +469	+5%	+$42.2K	0.02%	664
2025 Q1	$935K	Buy	10,061 +7,118	+242%	+$648K	0.02%	615
2024 Q4	$277K	Sell	2,943 -1,357	-32%	-$131K	0.01%	864
2024 Q3	$393K	Buy	4,300 +2,100	+95%	+$180K	0.01%	690
2024 Q2	$164K	Buy	+2,200	New	+$172K	0.01%	800
2023 Q1	–	Sell	-500	Closed	-$35K	–	1559
2022 Q4	$35K	Sell	500 -3,600	-88%	-$247K	﹤0.01%	1079
2022 Q3	$269K	Buy	+4,100	New	+$321K	0.03%	545

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 $3.38T AUM 44.17% 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

Aquatic Capital Management's MGEE Position: Q2 2026 in Review

Aquatic Capital Management opened a new position in MGE Energy Inc (MGEE) in Q2 2026: 7,366 shares worth $601K. The stake represents 0.02% of the portfolio and ranks #730 among its holdings. This is a return to the name: Aquatic Capital Management previously reported a position in MGEE as recently as Q3 2025.

Aquatic Capital Management first reported a position in MGEE in Q3 2022 and has held it in 9 quarters since. The position peaked at $935K in Q1 2025. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

Aquatic Capital Management held 7,366 shares of MGE Energy Inc worth $601K as of Q2 2026.
MGE Energy Inc was a new Aquatic Capital Management position in Q2 2026.
MGE Energy Inc made up 0.02% of Aquatic Capital Management's portfolio in Q2 2026, its #730 holding.
Aquatic Capital Management first reported a position in MGE Energy Inc in Q3 2022 and has held it in 9 quarters since.
Aquatic Capital Management's MGE Energy Inc position peaked at $935K in Q1 2025.
337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.