Cerity Partners
MGEE icon

Cerity Partners’s MGE Energy Inc MGEE Stock Holding History

Cerity Partners’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 		$2.29M Buy
28,058
+23,455
+510% +$1.82M ﹤0.01% 1521
2026
Q1 		$356K Buy
4,603
+1,153
+33% +$90.8K ﹤0.01% 2492
2025
Q4 		$271K Sell
3,450
-773
-18% -$63.5K ﹤0.01% 2464
2025
Q3 		$355K Sell
4,223
-462
-10% -$39.4K ﹤0.01% 2174
2025
Q2 		$414K Sell
4,685
-787
-14% -$70.8K ﹤0.01% 1972
2025
Q1 		$509K Sell
5,472
-1,078
-16% -$98.1K ﹤0.01% 1744
2024
Q4 		$600K Sell
6,550
-504
-7% -$48.7K ﹤0.01% 1660
2024
Q3 		$645K Buy
7,054
+1,630
+30% +$139K ﹤0.01% 1635
2024
Q2 		$405K Sell
5,424
-1,751
-24% -$137K ﹤0.01% 1649
2024
Q1 		$565K Buy
+7,175
New +$503K ﹤0.01% 1542
2018
Q2 		– Sell
-8,799
Closed -$494K – 567
2018
Q1 		$494K Buy
+8,799
New +$501K 0.04% 333

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
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Cerity Partners's MGEE Position: Q2 2026 in Review

Cerity Partners increased its MGE Energy Inc (MGEE) stake by 510% in Q2 2026, buying an estimated $1.82M and bringing the position to 28,058 shares worth $2.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1521.

Cerity Partners first reported a position in MGEE in Q1 2018 and has held it in 11 quarters since. 313 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Cerity Partners held 28,058 shares of MGE Energy Inc worth $2.29M as of Q2 2026.
  • Cerity Partners bought 23,455 MGE Energy Inc shares in Q2 2026, an estimated $1.82M.
  • MGE Energy Inc made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1521 holding.
  • Cerity Partners first reported a position in MGE Energy Inc in Q1 2018 and has held it in 11 quarters since.
  • 313 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.