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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Choreo LLC's MGEE Position: Q1 2026 in Review

Choreo LLC sold out of MGE Energy Inc (MGEE) in Q1 2026, closing a stake of 2,605 shares — an estimated $205K sold.

Choreo LLC first reported a position in MGEE in Q3 2024 and held it in 6 quarters. The position peaked at $238K in Q4 2024. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

  • Choreo LLC reported no remaining MGE Energy Inc position as of Q1 2026 after selling out during the quarter.
  • Choreo LLC sold 2,605 MGE Energy Inc shares in Q1 2026, an estimated $205K.
  • Choreo LLC first reported a position in MGE Energy Inc in Q3 2024 and held it in 6 quarters.
  • Choreo LLC's MGE Energy Inc position peaked at $238K in Q4 2024.
  • 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.