CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s MGE Energy Inc MGEE Stock Holding History

CAPTRUST Financial 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 		$423K Buy
+5,188
New +$402K ﹤0.01% 2295
2025
Q1 		– Sell
-2,284
Closed -$215K – 2417
2024
Q4 		$215K Buy
2,284
+58
+3% +$5.6K ﹤0.01% 2104
2024
Q3 		$204K Sell
2,226
-1,728
-44% -$148K ﹤0.01% 2126
2024
Q2 		$295K Buy
3,954
+27
+0.7% +$2.11K ﹤0.01% 1825
2024
Q1 		$309K Buy
3,927
+132
+3% +$9.25K ﹤0.01% 1758
2023
Q4 		$274K Sell
3,795
-176
-4% -$12.7K ﹤0.01% 2174
2023
Q3 		$272K Buy
+3,971
New +$301K ﹤0.01% 2058
2022
Q3 		– Sell
-913
Closed -$71K – 3236
2022
Q2 		$71K Buy
913
+117
+15% +$9.33K ﹤0.01% 2470
2022
Q1 		$64K Sell
796
-49
-6% -$3.73K ﹤0.01% 2607
2021
Q4 		$70K Buy
845
+12
+1% +$921 ﹤0.01% 2413
2021
Q3 		$61K Sell
833
-77
-8% -$6.03K ﹤0.01% 2452
2021
Q2 		$68K Sell
910
-23
-2% -$1.72K ﹤0.01% 2312
2021
Q1 		$67K Buy
+933
New +$62.8K ﹤0.01% 2234
2019
Q2 		– Sell
-20
Closed -$1K – 1971
2019
Q1 		$1K Buy
+20
New +$1.27K ﹤0.01% 1752

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
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

CAPTRUST Financial Advisors's MGEE Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in MGE Energy Inc (MGEE) in Q2 2026: 5,188 shares worth $423K. The stake represents ﹤0.01% of the portfolio and ranks #2295 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in MGEE as recently as Q4 2024.

CAPTRUST Financial Advisors first reported a position in MGEE in Q1 2019 and has held it in 14 quarters since. 338 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • CAPTRUST Financial Advisors held 5,188 shares of MGE Energy Inc worth $423K as of Q2 2026.
  • MGE Energy Inc was a new CAPTRUST Financial Advisors position in Q2 2026.
  • MGE Energy Inc made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2295 holding.
  • CAPTRUST Financial Advisors first reported a position in MGE Energy Inc in Q1 2019 and has held it in 14 quarters since.
  • 338 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.