Balyasny Asset Management’s MGE Energy Inc MGEE Stock Holding History

Balyasny Asset 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	–	Sell	-18,110	Closed	-$1.42M	–	3266
2025 Q4	$1.42M	Buy	+18,110	New	+$1.49M	﹤0.01%	2026
2025 Q3	–	Sell	-4,704	Closed	-$416K	–	3250
2025 Q2	$416K	Sell	4,704 -10,701	-69%	-$963K	﹤0.01%	2361
2025 Q1	$1.43M	Sell	15,405 -36,480	-70%	-$3.32M	﹤0.01%	1849
2024 Q4	$4.88M	Buy	51,885 +44,382	+592%	+$4.29M	0.01%	1302
2024 Q3	$686K	Sell	7,503 -7,876	-51%	-$673K	﹤0.01%	2123
2024 Q2	$1.15M	Buy	15,379 +6,738	+78%	+$526K	﹤0.01%	1734
2024 Q1	$680K	Sell	8,641 -12,031	-58%	-$843K	﹤0.01%	1941
2023 Q4	$1.49M	Buy	20,672 +11,402	+123%	+$825K	﹤0.01%	1538
2023 Q3	$635K	Sell	9,270 -1,069	-10%	-$81.1K	﹤0.01%	1685
2023 Q2	$818K	Buy	+10,339	New	+$794K	﹤0.01%	1705

Other funds holding MGEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Balyasny Asset Management's MGEE Position: Q1 2026 in Review

Balyasny Asset Management sold out of MGE Energy Inc (MGEE) in Q1 2026, closing a stake of 18,110 shares — an estimated $1.42M sold.

Balyasny Asset Management first reported a position in MGEE in Q2 2023 and held it in 10 quarters. The position peaked at $4.88M in Q4 2024. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

Balyasny Asset Management reported no remaining MGE Energy Inc position as of Q1 2026 after selling out during the quarter.
Balyasny Asset Management sold 18,110 MGE Energy Inc shares in Q1 2026, an estimated $1.42M.
Balyasny Asset Management first reported a position in MGE Energy Inc in Q2 2023 and held it in 10 quarters.
Balyasny Asset Management's MGE Energy Inc position peaked at $4.88M in Q4 2024.
317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

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