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Choreo LLC’s MGE Energy Inc MGEE Stock Holding History

Choreo 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
Q2 		$213K Buy
+2,614
New +$203K ﹤0.01% 1521
2026
Q1 		– Sell
-2,605
Closed -$205K – 1669
2025
Q4 		$205K Buy
2,605
+11
+0.4% +$904 ﹤0.01% 1442
2025
Q3 		$218K Sell
2,594
-37
-1% -$3.16K ﹤0.01% 1407
2025
Q2 		$233K Buy
2,631
+90
+4% +$8.1K ﹤0.01% 1324
2025
Q1 		$236K Buy
2,541
+15
+0.6% +$1.36K ﹤0.01% 1228
2024
Q4 		$238K Buy
2,526
+247
+11% +$23.9K ﹤0.01% 1320
2024
Q3 		$209K Buy
+2,279
New +$195K ﹤0.01% 1451

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

Choreo LLC's MGEE Position: Q2 2026 in Review

Choreo LLC opened a new position in MGE Energy Inc (MGEE) in Q2 2026: 2,614 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #1521 among its holdings. This is a return to the name: Choreo LLC previously reported a position in MGEE as recently as Q4 2025.

Choreo LLC first reported a position in MGEE in Q3 2024 and has held it in 7 quarters since. The position peaked at $238K in Q4 2024. 338 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Choreo LLC held 2,614 shares of MGE Energy Inc worth $213K as of Q2 2026.
  • MGE Energy Inc was a new Choreo LLC position in Q2 2026.
  • MGE Energy Inc made up ﹤0.01% of Choreo LLC's portfolio in Q2 2026, its #1521 holding.
  • Choreo LLC first reported a position in MGE Energy Inc in Q3 2024 and has held it in 7 quarters since.
  • Choreo LLC's MGE Energy Inc position peaked at $238K in Q4 2024.
  • 338 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.