Campbell & Co Investment Adviser’s MGE Energy Inc MGEE Stock Holding History

Campbell & Co Investment Adviser’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	$391K	Sell	4,799 -4,166	-46%	-$323K	0.02%	840
2026 Q1	$693K	Buy	+8,965	New	+$706K	0.04%	631
2025 Q2	–	Sell	-13,059	Closed	-$1.21M	–	1330
2025 Q1	$1.21M	Buy	+13,059	New	+$1.19M	0.09%	346
2022 Q4	–	Sell	-4,965	Closed	-$326K	–	909
2022 Q3	$326K	Buy	+4,965	New	+$389K	0.07%	453
2017 Q4	–	Sell	-4,948	Closed	-$320K	–	464
2017 Q3	$320K	Buy	+4,948	New	+$320K	0.26%	146
2015 Q4	–	Sell	-5,694	Closed	-$235K	–	167
2015 Q3	$235K	Buy	+5,694	New	+$225K	0.16%	234

Other funds holding MGEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Campbell & Co Investment Adviser's MGEE Position: Q2 2026 in Review

Campbell & Co Investment Adviser reduced its MGE Energy Inc (MGEE) stake by 46% in Q2 2026, selling an estimated $323K and leaving 4,799 shares worth $391K. The position accounts for 0.02% of the portfolio, ranked #840.

Campbell & Co Investment Adviser first reported a position in MGEE in Q3 2015 and has held it in 6 quarters since. The position peaked at $1.21M in Q1 2025. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

Campbell & Co Investment Adviser held 4,799 shares of MGE Energy Inc worth $391K as of Q2 2026.
Campbell & Co Investment Adviser sold 4,166 MGE Energy Inc shares in Q2 2026, an estimated $323K.
MGE Energy Inc made up 0.02% of Campbell & Co Investment Adviser's portfolio in Q2 2026, its #840 holding.
Campbell & Co Investment Adviser first reported a position in MGE Energy Inc in Q3 2015 and has held it in 6 quarters since.
Campbell & Co Investment Adviser's MGE Energy Inc position peaked at $1.21M in Q1 2025.
337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2026, filed 3 Aug 2026.