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Capital Analysts LLC’s MGE Energy Inc MGEE Stock Holding History

Capital Analysts LLC’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
Q1 		– Sell
-133
Closed -$10K – 1573
2025
Q4 		$10K Hold
133
– – ﹤0.01% 1245
2025
Q3 		$11K Buy
+133
New +$11.4K ﹤0.01% 1191

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
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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Capital Analysts LLC's MGEE Position: Q1 2026 in Review

Capital Analysts LLC sold out of MGE Energy Inc (MGEE) in Q1 2026, closing a stake of 133 shares — an estimated $10K sold.

Capital Analysts LLC first reported a position in MGEE in Q3 2025 and held it in 2 quarters. The position peaked at $11K in Q3 2025. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

  • Capital Analysts LLC reported no remaining MGE Energy Inc position as of Q1 2026 after selling out during the quarter.
  • Capital Analysts LLC sold 133 MGE Energy Inc shares in Q1 2026, an estimated $10K.
  • Capital Analysts LLC first reported a position in MGE Energy Inc in Q3 2025 and held it in 2 quarters.
  • Capital Analysts LLC's MGE Energy Inc position peaked at $11K in Q3 2025.
  • 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.