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Arizona State Retirement System’s MGE Energy Inc MGEE Stock Holding History

Arizona State Retirement System’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 		$827K Buy
10,141
+103
+1% +$7.98K ﹤0.01% 1269
2026
Q1 		$776K Sell
10,038
-188
-2% -$14.8K ﹤0.01% 1240
2025
Q4 		$802K Sell
10,226
-543
-5% -$44.6K ﹤0.01% 1223
2025
Q3 		$907K Buy
10,769
+133
+1% +$11.4K ﹤0.01% 1187
2025
Q2 		$941K Buy
10,636
+257
+2% +$23.1K 0.01% 1120
2025
Q1 		$965K Sell
10,379
-97
-0.9% -$8.83K 0.01% 1073
2024
Q4 		$984K Buy
10,476
+59
+0.6% +$5.7K 0.01% 1107
2024
Q3 		$953K Buy
10,417
+291
+3% +$24.9K 0.01% 1130
2024
Q2 		$757K Buy
10,126
+187
+2% +$14.6K 0.01% 1190
2024
Q1 		$782K Sell
9,939
-171
-2% -$12K 0.01% 1183
2023
Q4 		$731K Sell
10,110
-186
-2% -$13.5K 0.01% 1246
2023
Q3 		$705K Buy
10,296
+138
+1% +$10.5K 0.01% 1186
2023
Q2 		$804K Sell
10,158
-320
-3% -$24.6K 0.01% 1149
2023
Q1 		$814K Buy
10,478
+274
+3% +$19.8K 0.01% 1104
2022
Q4 		$718K Buy
10,204
+377
+4% +$25.9K 0.01% 1167
2022
Q3 		$645K Buy
9,827
+27
+0.3% +$2.12K 0.01% 1173
2022
Q2 		$763K Buy
9,800
+24
+0.2% +$1.91K 0.01% 1120
2022
Q1 		$780K Buy
9,776
+43
+0.4% +$3.27K 0.01% 1204
2021
Q4 		$801K Sell
9,733
-118
-1% -$9.06K 0.01% 1247
2021
Q3 		$724K Buy
9,851
+21
+0.2% +$1.64K 0.01% 1307
2021
Q2 		$732K Sell
9,830
-697
-7% -$52K 0.01% 1328
2021
Q1 		$752K Buy
10,527
+40
+0.4% +$2.69K 0.01% 1302
2020
Q4 		$734K Sell
10,487
-424
-4% -$29.2K 0.01% 1240
2020
Q3 		$684K Buy
10,911
+3,086
+39% +$200K 0.01% 1129
2020
Q2 		$505K Sell
7,825
-314
-4% -$20.5K 0.01% 1126
2020
Q1 		$533K Buy
+8,139
New +$607K 0.01% 971

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

Arizona State Retirement System's MGEE Position: Q2 2026 in Review

Arizona State Retirement System increased its MGE Energy Inc (MGEE) stake by 1% in Q2 2026, buying an estimated $7.98K and bringing the position to 10,141 shares worth $827K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

Arizona State Retirement System first reported a position in MGEE in Q1 2020 and has held it in 26 quarters since. The position peaked at $984K in Q4 2024. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Arizona State Retirement System held 10,141 shares of MGE Energy Inc worth $827K as of Q2 2026.
  • Arizona State Retirement System bought 103 MGE Energy Inc shares in Q2 2026, an estimated $7.98K.
  • MGE Energy Inc made up ﹤0.01% of Arizona State Retirement System's portfolio in Q2 2026, its #1269 holding.
  • Arizona State Retirement System first reported a position in MGE Energy Inc in Q1 2020 and has held it in 26 quarters since.
  • Arizona State Retirement System's MGE Energy Inc position peaked at $984K in Q4 2024.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Arizona State Retirement System's 13F filing for Q2 2026, filed 7 Aug 2026.