Envestnet Asset Management
MGEE icon

Envestnet Asset Management’s MGE Energy Inc MGEE Stock Holding History

Envestnet Asset 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
2025
Q3 		– Sell
-3,476
Closed -$307K – 4603
2025
Q2 		$307K Sell
3,476
-105
-3% -$9.45K ﹤0.01% 4012
2025
Q1 		$333K Buy
3,581
+963
+37% +$87.6K ﹤0.01% 3867
2024
Q4 		$246K Buy
2,618
+60
+2% +$5.8K ﹤0.01% 3989
2024
Q3 		$234K Buy
+2,558
New +$219K ﹤0.01% 3948

Other funds holding MGEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management's MGEE Position: Q3 2025 in Review

Envestnet Asset Management sold out of MGE Energy Inc (MGEE) in Q3 2025, closing a stake of 3,476 shares — an estimated $307K sold.

Envestnet Asset Management first reported a position in MGEE in Q3 2024 and held it in 4 quarters. The position peaked at $333K in Q1 2025. 304 funds tracked by Wall St. Rank hold MGEE as of Q3 2025.

  • Envestnet Asset Management reported no remaining MGE Energy Inc position as of Q3 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 3,476 MGE Energy Inc shares in Q3 2025, an estimated $307K.
  • Envestnet Asset Management first reported a position in MGE Energy Inc in Q3 2024 and held it in 4 quarters.
  • Envestnet Asset Management's MGE Energy Inc position peaked at $333K in Q1 2025.
  • 304 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2025.

Based on Envestnet Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.