Davis Capital Management’s MGE Energy Inc MGEE Stock Holding History

Davis Capital Management’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	$163	Buy	+2	New	+$155	﹤0.01%	919

Other funds holding MGEE

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Davis Capital Management's MGEE Position: Q2 2026 in Review

Davis Capital Management opened a new position in MGE Energy Inc (MGEE) in Q2 2026: 2 shares worth $163. The stake represents ﹤0.01% of the portfolio and ranks #919 among its holdings.

68 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

Davis Capital Management held 2 shares of MGE Energy Inc worth $163 as of Q2 2026.
MGE Energy Inc was a new Davis Capital Management position in Q2 2026.
MGE Energy Inc made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #919 holding.
68 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.