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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
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

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

Covestor's MGEE Position: Q1 2026 in Review

Covestor reduced its MGE Energy Inc (MGEE) stake by 100% in Q1 2026, selling an estimated $69K and leaving 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2575.

Covestor first reported a position in MGEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $117K in Q1 2022. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

  • Covestor held 2 shares of MGE Energy Inc worth $0 as of Q1 2026.
  • Covestor sold 876 MGE Energy Inc shares in Q1 2026, an estimated $69K.
  • MGE Energy Inc made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2575 holding.
  • Covestor first reported a position in MGE Energy Inc in Q4 2021 and has held it in 18 quarters since.
  • Covestor's MGE Energy Inc position peaked at $117K in Q1 2022.
  • 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.