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Counterpoint Mutual Funds’s MGE Energy Inc MGEE Stock Holding History

Counterpoint Mutual Funds’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
-3,671
Closed -$288K – 420
2025
Q4 		$288K Buy
+3,671
New +$302K 0.02% 299
2023
Q2 		– Sell
-1,322
Closed -$103K – 413
2023
Q1 		$103K Buy
+1,322
New +$95.7K 0.09% 248

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Counterpoint Mutual Funds's MGEE Position: Q1 2026 in Review

Counterpoint Mutual Funds sold out of MGE Energy Inc (MGEE) in Q1 2026, closing a stake of 3,671 shares — an estimated $288K sold.

Counterpoint Mutual Funds first reported a position in MGEE in Q1 2023 and held it in 2 quarters. The position peaked at $288K in Q4 2025. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

  • Counterpoint Mutual Funds reported no remaining MGE Energy Inc position as of Q1 2026 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 3,671 MGE Energy Inc shares in Q1 2026, an estimated $288K.
  • Counterpoint Mutual Funds first reported a position in MGE Energy Inc in Q1 2023 and held it in 2 quarters.
  • Counterpoint Mutual Funds's MGE Energy Inc position peaked at $288K in Q4 2025.
  • 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q1 2026, filed 27 Apr 2026.