C
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
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

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

Covestor's MGEE Position: Q2 2026 in Review

Covestor increased its MGE Energy Inc (MGEE) stake by 400% in Q2 2026, buying an estimated $620 and bringing the position to 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2234.

Covestor first reported a position in MGEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $117K in Q1 2022. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Covestor held 10 shares of MGE Energy Inc worth $1K as of Q2 2026.
  • Covestor bought 8 MGE Energy Inc shares in Q2 2026, an estimated $620.
  • MGE Energy Inc made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2234 holding.
  • Covestor first reported a position in MGE Energy Inc in Q4 2021 and has held it in 19 quarters since.
  • Covestor's MGE Energy Inc position peaked at $117K in Q1 2022.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.