Capstone Investment Advisors’s MGE Energy Inc MGEE Stock Holding History

Capstone Investment Advisors’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	$317K	Sell	4,104 -2,802	-41%	-$221K	﹤0.01%	1349
2025 Q4	$542K	Buy	+6,906	New	+$568K	﹤0.01%	1123
2025 Q3	–	Sell	-5,492	Closed	-$486K	–	1998
2025 Q2	$486K	Buy	+5,492	New	+$494K	﹤0.01%	1149
2017 Q3	–	Sell	-3,520	Closed	-$226K	–	663
2017 Q2	$226K	Sell	3,520 -96	-3%	-$6.26K	0.01%	542
2017 Q1	$235K	Sell	3,616 -584	-14%	-$36.9K	0.01%	757
2016 Q4	$274K	Buy	+4,200	New	+$251K	0.01%	752

Other funds holding MGEE

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Capstone Investment Advisors's MGEE Position: Q1 2026 in Review

Capstone Investment Advisors reduced its MGE Energy Inc (MGEE) stake by 41% in Q1 2026, selling an estimated $221K and leaving 4,104 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

Capstone Investment Advisors first reported a position in MGEE in Q4 2016 and has held it in 6 quarters since. The position peaked at $542K in Q4 2025. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

Capstone Investment Advisors held 4,104 shares of MGE Energy Inc worth $317K as of Q1 2026.
Capstone Investment Advisors sold 2,802 MGE Energy Inc shares in Q1 2026, an estimated $221K.
MGE Energy Inc made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1349 holding.
Capstone Investment Advisors first reported a position in MGE Energy Inc in Q4 2016 and has held it in 6 quarters since.
Capstone Investment Advisors's MGE Energy Inc position peaked at $542K in Q4 2025.
317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.