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Arax Advisory Partners’s MGE Energy Inc MGEE Stock Holding History

Arax Advisory Partners’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 		$293K Buy
3,588
+3,364
+1,502% +$261K ﹤0.01% 1987
2026
Q1 		$17.3K Buy
224
+96
+75% +$7.56K ﹤0.01% 2175
2025
Q4 		$10K Sell
128
-327
-72% -$26.9K ﹤0.01% 2467
2025
Q3 		$38.3K Buy
455
+363
+395% +$31K ﹤0.01% 1960
2025
Q2 		$8.14K Buy
92
+10
+12% +$900 ﹤0.01% 2058
2025
Q1 		$7.62K Buy
82
+22
+37% +$2K ﹤0.01% 1638
2024
Q4 		$5.64K Sell
60
-11
-15% -$1.06K ﹤0.01% 1698
2024
Q3 		$6.49K Hold
71
– – ﹤0.01% 1603
2024
Q2 		$5.31K Buy
+71
New +$5.54K ﹤0.01% 1573
2018
Q1 		– Sell
-30
Closed -$1K – 490
2017
Q4 		$1K Hold
30
– – ﹤0.01% 446
2017
Q3 		$1K Hold
30
– – ﹤0.01% 445
2017
Q2 		$2K Hold
30
– – ﹤0.01% 454
2017
Q1 		$1K Hold
30
– – ﹤0.01% 503
2016
Q4 		$2K Buy
+30
New +$1.79K ﹤0.01% 475

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

Arax Advisory Partners's MGEE Position: Q2 2026 in Review

Arax Advisory Partners increased its MGE Energy Inc (MGEE) stake by 1,502% in Q2 2026, buying an estimated $261K and bringing the position to 3,588 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #1987.

Arax Advisory Partners first reported a position in MGEE in Q4 2016 and has held it in 14 quarters since. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Arax Advisory Partners held 3,588 shares of MGE Energy Inc worth $293K as of Q2 2026.
  • Arax Advisory Partners bought 3,364 MGE Energy Inc shares in Q2 2026, an estimated $261K.
  • MGE Energy Inc made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1987 holding.
  • Arax Advisory Partners first reported a position in MGE Energy Inc in Q4 2016 and has held it in 14 quarters since.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.