California State Teachers Retirement System (CalSTRS)
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California State Teachers Retirement System (CalSTRS)’s MGE Energy Inc MGEE Stock Holding History

California State Teachers Retirement System (CalSTRS)’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 		$3.52M Buy
43,145
+8,288
+24% +$642K ﹤0.01% 1290
2026
Q1 		$2.69M Sell
34,857
-276
-0.8% -$21.7K ﹤0.01% 1356
2025
Q4 		$2.76M Buy
35,133
+1,644
+5% +$135K ﹤0.01% 1242
2025
Q3 		$2.82M Buy
33,489
+2
+0% +$171 ﹤0.01% 1220
2025
Q2 		$2.96M Buy
33,487
+112
+0.3% +$10.1K ﹤0.01% 1153
2025
Q1 		$3.1M Sell
33,375
-480
-1% -$43.7K ﹤0.01% 1101
2024
Q4 		$3.18M Sell
33,855
-388
-1% -$37.5K ﹤0.01% 1127
2024
Q3 		$3.13M Sell
34,243
-1,073
-3% -$91.7K ﹤0.01% 1150
2024
Q2 		$2.64M Sell
35,316
-895
-2% -$69.9K ﹤0.01% 1212
2024
Q1 		$2.85M Sell
36,211
-2,008
-5% -$141K ﹤0.01% 1202
2023
Q4 		$2.76M Sell
38,219
-1,815
-5% -$131K ﹤0.01% 1258
2023
Q3 		$2.74M Sell
40,034
-3,934
-9% -$298K ﹤0.01% 1207
2023
Q2 		$3.48M Sell
43,968
-1,348
-3% -$103K ﹤0.01% 1167
2023
Q1 		$3.52M Sell
45,316
-685
-1% -$49.6K 0.01% 1132
2022
Q4 		$3.24M Buy
46,001
+506
+1% +$34.8K 0.01% 1196
2022
Q3 		$2.99M Sell
45,495
-909
-2% -$71.3K 0.01% 1194
2022
Q2 		$3.61M Buy
46,404
+75
+0.2% +$5.98K 0.01% 1148
2022
Q1 		$3.7M Sell
46,329
-4,069
-8% -$309K ﹤0.01% 1228
2021
Q4 		$4.14M Buy
50,398
+1,016
+2% +$78K ﹤0.01% 1275
2021
Q3 		$3.63M Sell
49,382
-857
-2% -$67.1K ﹤0.01% 1342
2021
Q2 		$3.74M Sell
50,239
-4,718
-9% -$352K ﹤0.01% 1373
2021
Q1 		$3.92M Sell
54,957
-127
-0.2% -$8.55K 0.01% 1342
2020
Q4 		$3.86M Sell
55,084
-72
-0.1% -$4.97K 0.01% 1259
2020
Q3 		$3.46M Buy
55,156
+2,101
+4% +$136K 0.01% 1177
2020
Q2 		$3.42M Hold
53,055
– – 0.01% 1163
2020
Q1 		$3.47M Sell
53,055
-263
-0.5% -$19.6K 0.01% 1006
2019
Q4 		$4.2M Sell
53,318
-1,077
-2% -$83K 0.01% 1123
2019
Q3 		$4.34M Buy
54,395
+714
+1% +$53.4K 0.01% 1067
2019
Q2 		$3.92M Buy
53,681
+208
+0.4% +$14.3K 0.01% 1144
2019
Q1 		$3.63M Sell
53,473
-1,189
-2% -$75.7K 0.01% 1154
2018
Q4 		$3.28M Buy
54,662
+1,217
+2% +$77.6K 0.01% 1152
2018
Q3 		$3.41M Sell
53,445
-4
-0% -$259 0.01% 1271
2018
Q2 		$3.37M Buy
53,449
+230
+0.4% +$13.4K 0.01% 1260
2018
Q1 		$2.99M Sell
53,219
-1,894
-3% -$108K 0.01% 1268
2017
Q4 		$3.48M Sell
55,113
-839
-1% -$54.6K 0.01% 1231
2017
Q3 		$3.61M Sell
55,952
-6,015
-10% -$389K 0.01% 1194
2017
Q2 		$3.99M Sell
61,967
-6,893
-10% -$450K 0.01% 1166
2017
Q1 		$4.48M Sell
68,860
-3,300
-5% -$209K 0.01% 1141
2016
Q4 		$4.71M Sell
72,160
-1,900
-3% -$114K 0.01% 1124
2016
Q3 		$4.18M Buy
74,060
+600
+0.8% +$33.8K 0.01% 1168
2016
Q2 		$4.15M Sell
73,460
-246
-0.3% -$12.7K 0.01% 1128
2016
Q1 		$3.85M Buy
73,706
+9,462
+15% +$466K 0.01% 1184
2015
Q4 		$2.98M Buy
64,244
+1,027
+2% +$44K 0.01% 1286
2015
Q3 		$2.6M Sell
63,217
-100
-0.2% -$3.95K 0.01% 1361
2015
Q2 		$2.45M Sell
63,317
-244
-0.4% -$9.89K 0.01% 1511
2015
Q1 		$2.82M Sell
63,561
-1,100
-2% -$48.8K 0.01% 1378
2014
Q4 		$2.95M Buy
64,661
+674
+1% +$29.2K 0.01% 1347
2014
Q3 		$2.38M Buy
63,987
+663
+1% +$25.9K 0.01% 1446
2014
Q2 		$2.5M Buy
63,324
+300
+0.5% +$11.4K 0.01% 1448
2014
Q1 		$2.47M Buy
63,024
+199
+0.3% +$7.61K 0.01% 1382
2013
Q4 		$2.42M Buy
62,825
+450
+0.7% +$16.7K 0.01% 1382
2013
Q3 		$2.27M Buy
62,375
+1,958
+3% +$73.1K 0.01% 1387
2013
Q2 		$2.21M Buy
+60,417
New +$2.21M 0.01% 1325

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

California State Teachers Retirement System (CalSTRS)'s MGEE Position: Q2 2026 in Review

California State Teachers Retirement System (CalSTRS) increased its MGE Energy Inc (MGEE) stake by 24% in Q2 2026, buying an estimated $642K and bringing the position to 43,145 shares worth $3.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

California State Teachers Retirement System (CalSTRS) first reported a position in MGEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.71M in Q4 2016. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • California State Teachers Retirement System (CalSTRS) held 43,145 shares of MGE Energy Inc worth $3.52M as of Q2 2026.
  • California State Teachers Retirement System (CalSTRS) bought 8,288 MGE Energy Inc shares in Q2 2026, an estimated $642K.
  • MGE Energy Inc made up ﹤0.01% of California State Teachers Retirement System (CalSTRS)'s portfolio in Q2 2026, its #1290 holding.
  • California State Teachers Retirement System (CalSTRS) first reported a position in MGE Energy Inc in Q2 2013 and has held it in 53 quarters since.
  • California State Teachers Retirement System (CalSTRS)'s MGE Energy Inc position peaked at $4.71M in Q4 2016.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on California State Teachers Retirement System (CalSTRS)'s 13F filing for Q2 2026, filed 24 Aug 2026.