ACM
MGEE icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aquatic Capital Management's MGEE Position: Q4 2025 in Review

Aquatic Capital Management sold out of MGE Energy Inc (MGEE) in Q4 2025, closing a stake of 7,312 shares — an estimated $616K sold.

Aquatic Capital Management first reported a position in MGEE in Q3 2022 and held it in 8 quarters. The position peaked at $935K in Q1 2025. 313 funds tracked by Wall St. Rank hold MGEE as of Q4 2025.

  • Aquatic Capital Management reported no remaining MGE Energy Inc position as of Q4 2025 after selling out during the quarter.
  • Aquatic Capital Management sold 7,312 MGE Energy Inc shares in Q4 2025, an estimated $616K.
  • Aquatic Capital Management first reported a position in MGE Energy Inc in Q3 2022 and held it in 8 quarters.
  • Aquatic Capital Management's MGE Energy Inc position peaked at $935K in Q1 2025.
  • 313 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2025.

Based on Aquatic Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.