Canada Life’s MGE Energy Inc MGEE Stock Holding History

Canada Life’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	$2.13M	Sell	26,086 -4,066	-13%	-$315K	﹤0.01%	1164
2026 Q1	$2.33M	Sell	30,152 -1,008	-3%	-$79.4K	﹤0.01%	1101
2025 Q4	$2.44M	Hold	31,160	–	–	﹤0.01%	1086
2025 Q3	$2.6M	Hold	31,160	–	–	﹤0.01%	1117
2025 Q2	$2.75M	Sell	31,160 -735	-2%	-$66.2K	﹤0.01%	1058
2025 Q1	$2.97M	Sell	31,895 -3,563	-10%	-$324K	0.01%	1028
2024 Q4	$3.33M	Hold	35,458	–	–	0.01%	1034
2024 Q3	$3.24M	Sell	35,458 -1,293	-4%	-$111K	0.01%	1079
2024 Q2	$2.74M	Buy	36,751 +8,922	+32%	+$697K	0.01%	1121
2024 Q1	$2.19M	Buy	+27,829	New	+$1.95M	﹤0.01%	1205
2023 Q3	–	Sell	-1,455	Closed	-$116K	–	2247
2023 Q2	$116K	Sell	1,455 -361	-20%	-$27.7K	﹤0.01%	1903
2023 Q1	$141K	Hold	1,816	–	–	﹤0.01%	1923
2022 Q4	$128K	Hold	1,816	–	–	﹤0.01%	1941
2022 Q3	$119K	Hold	1,816	–	–	﹤0.01%	1956
2022 Q2	$141K	Hold	1,816	–	–	﹤0.01%	1869
2022 Q1	$154K	Sell	1,816 -292	-14%	-$22.2K	﹤0.01%	1921
2021 Q4	$173K	Hold	2,108	–	–	﹤0.01%	1895
2021 Q3	$156K	Hold	2,108	–	–	﹤0.01%	1956
2021 Q2	$157K	Sell	2,108 -349	-14%	-$26K	﹤0.01%	1987
2021 Q1	$174K	Sell	2,457 -14,414	-85%	-$971K	﹤0.01%	1983
2020 Q4	$1.18M	Sell	16,871 -1,355	-7%	-$93.5K	﹤0.01%	1432
2020 Q3	$1.14M	Sell	18,226 -385	-2%	-$24.9K	﹤0.01%	1347
2020 Q2	$1.2M	Buy	18,611 +7	+0%	+$457	﹤0.01%	1341
2020 Q1	$1.22M	Buy	18,604 +15,774	+557%	+$1.18M	﹤0.01%	1189
2019 Q4	$221K	Buy	+2,830	New	+$218K	﹤0.01%	1906
2019 Q3	–	Sell	-4,936	Closed	-$360K	–	1792
2019 Q2	$360K	Sell	4,936 -482	-9%	-$33.1K	﹤0.01%	1876
2019 Q1	$367K	Buy	5,418 +824	+18%	+$52.4K	﹤0.01%	1722
2018 Q4	$264K	Sell	4,594 -139	-3%	-$8.86K	﹤0.01%	1861
2018 Q3	$302K	Hold	4,733	–	–	﹤0.01%	1872
2018 Q2	$298K	Buy	4,733 +34	+0.7%	+$1.98K	﹤0.01%	1868
2018 Q1	$265K	Buy	4,699 +687	+17%	+$39.1K	﹤0.01%	1876
2017 Q4	$253K	Hold	4,012	–	–	﹤0.01%	1901
2017 Q3	$264K	Hold	4,012	–	–	﹤0.01%	1879
2017 Q2	$257K	Hold	4,012	–	–	﹤0.01%	1862
2017 Q1	$260K	Hold	4,012	–	–	﹤0.01%	1856
2016 Q4	$263K	Hold	4,012	–	–	﹤0.01%	1835
2016 Q3	$226K	Hold	4,012	–	–	﹤0.01%	1875
2016 Q2	$226K	Hold	4,012	–	–	﹤0.01%	1854
2016 Q1	$209K	Hold	4,012	–	–	﹤0.01%	1293
2015 Q4	$186K	Hold	4,012	–	–	﹤0.01%	1325
2015 Q3	$166K	Hold	4,012	–	–	﹤0.01%	1361
2015 Q2	$155K	Hold	4,012	–	–	﹤0.01%	1531
2015 Q1	$177K	Hold	4,012	–	–	﹤0.01%	1412
2014 Q4	$182K	Hold	4,012	–	–	﹤0.01%	1353
2014 Q3	$150K	Buy	4,012 +2,682	+202%	+$105K	﹤0.01%	1386
2014 Q2	$52K	Hold	1,330	–	–	﹤0.01%	1934
2014 Q1	$52K	Sell	1,330 -1	-0.1%	-$38	﹤0.01%	1769
2013 Q4	$52K	Buy	+1,331	New	+$49.3K	﹤0.01%	1761

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 $3.38T AUM 44.17% 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

Canada Life's MGEE Position: Q2 2026 in Review

Canada Life reduced its MGE Energy Inc (MGEE) stake by 13% in Q2 2026, selling an estimated $315K and leaving 26,086 shares worth $2.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

Canada Life first reported a position in MGEE in Q4 2013 and has held it in 48 quarters since. The position peaked at $3.33M in Q4 2024. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

Canada Life held 26,086 shares of MGE Energy Inc worth $2.13M as of Q2 2026.
Canada Life sold 4,066 MGE Energy Inc shares in Q2 2026, an estimated $315K.
MGE Energy Inc made up ﹤0.01% of Canada Life's portfolio in Q2 2026, its #1164 holding.
Canada Life first reported a position in MGE Energy Inc in Q4 2013 and has held it in 48 quarters since.
Canada Life's MGE Energy Inc position peaked at $3.33M in Q4 2024.
337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Canada Life's 13F filing for Q2 2026, filed 13 Aug 2026.