Covestor
MGEE icon

Covestor’s MGE Energy Inc MGEE Stock Holding History

Covestor’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
Q3 		$12K Buy
179
+169
+1,690% +$13.3K 0.01% 1342
2026
Q2 		$1K Buy
10
+8
+400% +$620 ﹤0.01% 2234
2026
Q1 		$0 Sell
2
-876
-100% -$69K ﹤0.01% 2575
2025
Q4 		$69K Buy
878
+402
+84% +$33K 0.04% 769
2025
Q3 		$40K Sell
476
-196
-29% -$16.7K 0.02% 1011
2025
Q2 		$59K Buy
672
+496
+282% +$44.6K 0.03% 829
2025
Q1 		$16K Buy
176
+63
+56% +$5.73K 0.01% 1267
2024
Q4 		$11K Sell
113
-340
-75% -$32.8K 0.01% 1491
2024
Q3 		$42K Buy
453
+123
+37% +$10.5K 0.03% 933
2024
Q2 		$25K Sell
330
-464
-58% -$36.2K 0.02% 1120
2024
Q1 		$63K Buy
794
+240
+43% +$16.8K 0.04% 790
2023
Q4 		$40K Sell
554
-87
-14% -$6.3K 0.03% 949
2023
Q3 		$44K Buy
641
+154
+32% +$11.7K 0.03% 820
2023
Q2 		$39K Buy
487
+484
+16,133% +$37.2K 0.03% 882
2023
Q1 		$0 Sell
3
-540
-99% -$39.1K ﹤0.01% 2355
2022
Q4 		$38K Sell
543
-424
-44% -$29.1K 0.03% 835
2022
Q3 		$64K Sell
967
-299
-24% -$23.4K 0.06% 593
2022
Q2 		$99K Sell
1,266
-194
-13% -$15.5K 0.08% 421
2022
Q1 		$117K Buy
1,460
+686
+89% +$52.2K 0.08% 407
2021
Q4 		$64K Buy
+774
New +$59.4K 0.09% 391

Other funds holding MGEE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return

Covestor's MGEE Position: Q3 2026 in Review

Covestor increased its MGE Energy Inc (MGEE) stake by 1,690% in Q3 2026, buying an estimated $13.3K and bringing the position to 179 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #1342.

Covestor first reported a position in MGEE in Q4 2021 and has held it in 20 quarters since. The position peaked at $117K in Q1 2022. 170 funds tracked by Wall St. Rank hold MGEE as of Q3 2026.

  • Covestor held 179 shares of MGE Energy Inc worth $12K as of Q3 2026.
  • Covestor bought 169 MGE Energy Inc shares in Q3 2026, an estimated $13.3K.
  • MGE Energy Inc made up 0.01% of Covestor's portfolio in Q3 2026, its #1342 holding.
  • Covestor first reported a position in MGE Energy Inc in Q4 2021 and has held it in 20 quarters since.
  • Covestor's MGE Energy Inc position peaked at $117K in Q1 2022.
  • 170 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.