DB
MGEE icon

Dmitry Balyasny’s MGE Energy Inc MGEE Stock Holding History

Dmitry Balyasny’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 		$4.73M Buy
+57,983
New +$4.49M 0.01% 1399
2026
Q1 		– Sell
-18,110
Closed -$1.42M – 3266
2025
Q4 		$1.42M Buy
+18,110
New +$1.49M ﹤0.01% 2026
2025
Q3 		– Sell
-4,704
Closed -$416K – 3250
2025
Q2 		$416K Sell
4,704
-10,701
-69% -$963K ﹤0.01% 2361
2025
Q1 		$1.43M Sell
15,405
-36,480
-70% -$3.32M ﹤0.01% 1849
2024
Q4 		$4.88M Buy
51,885
+44,382
+592% +$4.29M 0.01% 1302
2024
Q3 		$686K Sell
7,503
-7,876
-51% -$673K ﹤0.01% 2123
2024
Q2 		$1.15M Buy
15,379
+6,738
+78% +$526K ﹤0.01% 1734
2024
Q1 		$680K Sell
8,641
-12,031
-58% -$843K ﹤0.01% 1941
2023
Q4 		$1.49M Buy
20,672
+11,402
+123% +$825K ﹤0.01% 1538
2023
Q3 		$635K Sell
9,270
-1,069
-10% -$81.1K ﹤0.01% 1685
2023
Q2 		$818K Buy
+10,339
New +$794K ﹤0.01% 1705

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

Dmitry Balyasny's MGEE Position: Q2 2026 in Review

Dmitry Balyasny opened a new position in MGE Energy Inc (MGEE) in Q2 2026: 57,983 shares worth $4.73M. The stake represents 0.01% of the portfolio and ranks #1399 among its holdings. This is a return to the name: Dmitry Balyasny previously reported a position in MGEE as recently as Q4 2025.

Dmitry Balyasny first reported a position in MGEE in Q2 2023 and has held it in 11 quarters since. The position peaked at $4.88M in Q4 2024. 336 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Dmitry Balyasny held 57,983 shares of MGE Energy Inc worth $4.73M as of Q2 2026.
  • MGE Energy Inc was a new Dmitry Balyasny position in Q2 2026.
  • MGE Energy Inc made up 0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1399 holding.
  • Dmitry Balyasny first reported a position in MGE Energy Inc in Q2 2023 and has held it in 11 quarters since.
  • Dmitry Balyasny's MGE Energy Inc position peaked at $4.88M in Q4 2024.
  • 336 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.