Barrow, Hanley, Mewhinney & Strauss
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Barrow, Hanley, Mewhinney & Strauss’s MGE Energy Inc MGEE Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
-65
Closed -$5.47K – 395
2025
Q3 		$5.47K Buy
+65
New +$5.55K ﹤0.01% 266

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's MGEE Position: Q4 2025 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of MGE Energy Inc (MGEE) in Q4 2025, closing a stake of 65 shares — an estimated $5.47K sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in MGEE in Q3 2025 and held it in 1 quarter. The position peaked at $5.47K in Q3 2025. 313 funds tracked by Wall St. Rank hold MGEE as of Q4 2025.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining MGE Energy Inc position as of Q4 2025 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 65 MGE Energy Inc shares in Q4 2025, an estimated $5.47K.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in MGE Energy Inc in Q3 2025 and held it in 1 quarter.
  • Barrow, Hanley, Mewhinney & Strauss's MGE Energy Inc position peaked at $5.47K in Q3 2025.
  • 313 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2025.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q4 2025, filed 11 Feb 2026.