DIA
MGEE icon

Dana Investment Advisors’s MGE Energy Inc MGEE Stock Holding History

Dana Investment Advisors’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 		$218K Hold
2,671
– – 0.01% 557
2026
Q1 		$206K Hold
2,671
– – 0.01% 550
2025
Q4 		$209K Hold
2,671
– – 0.01% 544
2025
Q3 		$225K Sell
2,671
-647
-19% -$55.2K 0.01% 537
2025
Q2 		$293K Hold
3,318
– – 0.01% 498
2025
Q1 		$308K Hold
3,318
– – 0.01% 496
2024
Q4 		$312K Buy
+3,318
New +$321K 0.01% 499

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

Dana Investment Advisors's MGEE Position: Q2 2026 in Review

Dana Investment Advisors held its MGE Energy Inc (MGEE) position steady in Q2 2026 at 2,671 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #557.

Dana Investment Advisors first reported a position in MGEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $312K in Q4 2024. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Dana Investment Advisors held 2,671 shares of MGE Energy Inc worth $218K as of Q2 2026.
  • Dana Investment Advisors left its MGE Energy Inc share count unchanged in Q2 2026.
  • MGE Energy Inc made up 0.01% of Dana Investment Advisors's portfolio in Q2 2026, its #557 holding.
  • Dana Investment Advisors first reported a position in MGE Energy Inc in Q4 2024 and has held it in 7 quarters since.
  • Dana Investment Advisors's MGE Energy Inc position peaked at $312K in Q4 2024.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.