Dimensional Fund Advisors
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Dimensional Fund Advisors’s MGE Energy Inc MGEE Stock Holding History

Dimensional Fund 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 		$57.2M Buy
700,969
+16,702
+2% +$1.29M 0.01% 1533
2026
Q1 		$52.9M Sell
684,267
-3,042
-0.4% -$240K 0.01% 1467
2025
Q4 		$53.9M Sell
687,309
-18,469
-3% -$1.52M 0.01% 1465
2025
Q3 		$59.4M Sell
705,778
-17,561
-2% -$1.5M 0.01% 1418
2025
Q2 		$64M Sell
723,339
-16,465
-2% -$1.48M 0.01% 1352
2025
Q1 		$68.8M Sell
739,804
-29,808
-4% -$2.71M 0.02% 1266
2024
Q4 		$72.3M Buy
769,612
+2,225
+0.3% +$215K 0.02% 1285
2024
Q3 		$70.2M Sell
767,387
-16,009
-2% -$1.37M 0.02% 1288
2024
Q2 		$58.5M Buy
783,396
+20,533
+3% +$1.6M 0.02% 1356
2024
Q1 		$60.1M Buy
762,863
+3,819
+0.5% +$268K 0.02% 1339
2023
Q4 		$54.9M Buy
759,044
+7,085
+0.9% +$513K 0.02% 1372
2023
Q3 		$51.5M Sell
751,959
-2,163
-0.3% -$164K 0.02% 1322
2023
Q2 		$59.7M Buy
754,122
+2,812
+0.4% +$216K 0.02% 1231
2023
Q1 		$58.4M Buy
+751,310
New +$54.4M 0.02% 1208
2022
Q3 		$49.1M Buy
748,511
+3,412
+0.5% +$267K 0.02% 1238
2022
Q2 		$58M Buy
745,099
+253
+0% +$20.2K 0.02% 1170
2022
Q1 		$59.4M Buy
744,846
+12,427
+2% +$945K 0.02% 1266
2021
Q4 		$60.2M Sell
732,419
-6,435
-0.9% -$494K 0.02% 1280
2021
Q3 		$54.3M Sell
738,854
-4,203
-0.6% -$329K 0.02% 1344
2021
Q2 		$55.3M Sell
743,057
-37,244
-5% -$2.78M 0.02% 1358
2021
Q1 		$55.8M Sell
780,301
-31,082
-4% -$2.09M 0.02% 1354
2020
Q4 		$56.8M Sell
811,383
-18,278
-2% -$1.26M 0.02% 1265
2020
Q3 		$52M Sell
829,661
-28,766
-3% -$1.86M 0.02% 1168
2020
Q2 		$55.4M Sell
858,427
-23,994
-3% -$1.57M 0.02% 1120
2020
Q1 		$57.8M Sell
882,421
-728
-0.1% -$54.3K 0.03% 891
2019
Q4 		$69.6M Sell
883,149
-17,302
-2% -$1.33M 0.03% 1094
2019
Q3 		$71.9M Sell
900,451
-4,265
-0.5% -$319K 0.03% 995
2019
Q2 		$66.1M Sell
904,716
-9,416
-1% -$647K 0.03% 1114
2019
Q1 		$62.1M Buy
914,132
+3,520
+0.4% +$224K 0.02% 1157
2018
Q4 		$54.6M Buy
910,612
+5,457
+0.6% +$348K 0.02% 1136
2018
Q3 		$57.8M Buy
905,155
+2,451
+0.3% +$159K 0.02% 1309
2018
Q2 		$56.9M Buy
902,704
+166
+0% +$9.68K 0.02% 1277
2018
Q1 		$50.6M Buy
902,538
+6,746
+0.8% +$384K 0.02% 1333
2017
Q4 		$56.5M Sell
895,792
-1,660
-0.2% -$108K 0.02% 1219
2017
Q3 		$58M Sell
897,452
-1,747
-0.2% -$113K 0.03% 1122
2017
Q2 		$57.9M Sell
899,199
-20,168
-2% -$1.32M 0.03% 1060
2017
Q1 		$59.8M Sell
919,367
-32,401
-3% -$2.05M 0.03% 975
2016
Q4 		$62.2M Sell
951,768
-68,920
-7% -$4.12M 0.03% 884
2016
Q3 		$57.7M Sell
1,020,688
-648
-0.1% -$36.5K 0.03% 893
2016
Q2 		$57.7M Buy
1,021,336
+19,147
+2% +$991K 0.03% 819
2016
Q1 		$52.4M Buy
1,002,189
+62,962
+7% +$3.1M 0.03% 875
2015
Q4 		$43.6M Buy
939,227
+24,164
+3% +$1.04M 0.03% 995
2015
Q3 		$37.7M Buy
915,063
+20,778
+2% +$821K 0.02% 1088
2015
Q2 		$34.6M Buy
894,285
+19,031
+2% +$771K 0.02% 1277
2015
Q1 		$38.8M Buy
875,254
+38,717
+5% +$1.72M 0.02% 1100
2014
Q4 		$38.2M Buy
836,537
+28,106
+3% +$1.22M 0.03% 1048
2014
Q3 		$30.1M Buy
808,431
+18,650
+2% +$729K 0.02% 1157
2014
Q2 		$31.2M Buy
789,781
+33,784
+4% +$1.29M 0.02% 1164
2014
Q1 		$29.7M Buy
755,997
+13,776
+2% +$527K 0.02% 1136
2013
Q4 		$28.6M Buy
742,221
+3,840
+0.5% +$142K 0.02% 1122
2013
Q3 		$26.9M Buy
738,381
+4,263
+0.6% +$159K 0.02% 1068
2013
Q2 		$26.8M Buy
+734,118
New +$26.9M 0.03% 953

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
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Dimensional Fund Advisors's MGEE Position: Q2 2026 in Review

Dimensional Fund Advisors increased its MGE Energy Inc (MGEE) stake by 2.4% in Q2 2026, buying an estimated $1.29M and bringing the position to 700,969 shares worth $57.2M. The position accounts for 0.01% of the portfolio, ranked #1533.

Dimensional Fund Advisors first reported a position in MGEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $72.3M in Q4 2024. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Dimensional Fund Advisors held 700,969 shares of MGE Energy Inc worth $57.2M as of Q2 2026.
  • Dimensional Fund Advisors bought 16,702 MGE Energy Inc shares in Q2 2026, an estimated $1.29M.
  • MGE Energy Inc made up 0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #1533 holding.
  • Dimensional Fund Advisors first reported a position in MGE Energy Inc in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's MGE Energy Inc position peaked at $72.3M in Q4 2024.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.