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CVA Family Office’s MGE Energy Inc MGEE Stock Holding History

CVA Family Office’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 		$3.42K Buy
42
+2
+5% +$155 ﹤0.01% 1393
2026
Q1 		$3.09K Buy
40
+33
+471% +$2.6K ﹤0.01% 1400
2025
Q4 		$549 Hold
7
– – ﹤0.01% 1201
2025
Q3 		$589 Sell
7
-6
-46% -$512 ﹤0.01% 1216
2025
Q2 		$1.15K Hold
13
– – ﹤0.01% 1071
2025
Q1 		$1.21K Hold
13
– – ﹤0.01% 1073
2024
Q4 		$1.22K Hold
13
– – ﹤0.01% 1064
2024
Q3 		$1.19K Buy
13
+6
+86% +$513 ﹤0.01% 1052
2024
Q2 		$523 Buy
+7
New +$547 ﹤0.01% 1186

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

CVA Family Office's MGEE Position: Q2 2026 in Review

CVA Family Office increased its MGE Energy Inc (MGEE) stake by 5% in Q2 2026, buying an estimated $155 and bringing the position to 42 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

CVA Family Office first reported a position in MGEE in Q2 2024 and has held it in 9 quarters since. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • CVA Family Office held 42 shares of MGE Energy Inc worth $3.42K as of Q2 2026.
  • CVA Family Office bought 2 MGE Energy Inc shares in Q2 2026, an estimated $155.
  • MGE Energy Inc made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1393 holding.
  • CVA Family Office first reported a position in MGE Energy Inc in Q2 2024 and has held it in 9 quarters since.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.