CJ
MGEE icon

Caitlin John’s MGE Energy Inc MGEE Stock Holding History

Caitlin John’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 		$1.22K Sell
15
-17
-53% -$1.32K ﹤0.01% 846
2026
Q1 		$2.47K Sell
32
-24
-43% -$1.89K ﹤0.01% 691
2025
Q4 		$4.39K Sell
56
-10,602
-99% -$871K ﹤0.01% 652
2025
Q3 		$897K Buy
10,658
+289
+3% +$24.7K 0.62% 52
2025
Q2 		$917K Buy
10,369
+5,318
+105% +$479K 0.84% 50
2025
Q1 		$470K Sell
5,051
-9,823
-66% -$894K 0.46% 58
2024
Q4 		$1.4M Buy
14,874
+528
+4% +$51K 0.92% 40
2024
Q3 		$1.55M Buy
+14,346
New +$1.23M 0.97% 40

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

Caitlin John's MGEE Position: Q2 2026 in Review

Caitlin John reduced its MGE Energy Inc (MGEE) stake by 53% in Q2 2026, selling an estimated $1.32K and leaving 15 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Caitlin John first reported a position in MGEE in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.55M in Q3 2024. 338 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Caitlin John held 15 shares of MGE Energy Inc worth $1.22K as of Q2 2026.
  • Caitlin John sold 17 MGE Energy Inc shares in Q2 2026, an estimated $1.32K.
  • MGE Energy Inc made up ﹤0.01% of Caitlin John's portfolio in Q2 2026, its #846 holding.
  • Caitlin John first reported a position in MGE Energy Inc in Q3 2024 and has held it in 8 quarters since.
  • Caitlin John's MGE Energy Inc position peaked at $1.55M in Q3 2024.
  • 338 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.