Capstone Investment Advisors
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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
Q2 		$803K Buy
9,845
+5,741
+140% +$445K ﹤0.01% 1036
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
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 $3.38T AUM 44.17% 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

Capstone Investment Advisors's MGEE Position: Q2 2026 in Review

Capstone Investment Advisors increased its MGE Energy Inc (MGEE) stake by 140% in Q2 2026, buying an estimated $445K and bringing the position to 9,845 shares worth $803K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

Capstone Investment Advisors first reported a position in MGEE in Q4 2016 and has held it in 7 quarters since. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Capstone Investment Advisors held 9,845 shares of MGE Energy Inc worth $803K as of Q2 2026.
  • Capstone Investment Advisors bought 5,741 MGE Energy Inc shares in Q2 2026, an estimated $445K.
  • MGE Energy Inc made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1036 holding.
  • Capstone Investment Advisors first reported a position in MGE Energy Inc in Q4 2016 and has held it in 7 quarters since.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.