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Essential Partners’s MGE Energy Inc MGEE Stock Holding History

Essential Partners’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 		$28.5K Buy
349
+301
+627% +$23.3K 0.01% 781
2026
Q1 		$3.71K Buy
48
+23
+92% +$1.81K ﹤0.01% 1722
2025
Q4 		$1.96K Sell
25
-30
-55% -$2.47K ﹤0.01% 1807
2025
Q3 		$4.63K Buy
55
+46
+511% +$3.93K ﹤0.01% 1453
2025
Q2 		$796 Buy
+9
New +$810 ﹤0.01% 1566

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

Essential Partners's MGEE Position: Q2 2026 in Review

Essential Partners increased its MGE Energy Inc (MGEE) stake by 627% in Q2 2026, buying an estimated $23.3K and bringing the position to 349 shares worth $28.5K. The position accounts for 0.01% of the portfolio, ranked #781.

Essential Partners first reported a position in MGEE in Q2 2025 and has held it in 5 quarters since. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Essential Partners held 349 shares of MGE Energy Inc worth $28.5K as of Q2 2026.
  • Essential Partners bought 301 MGE Energy Inc shares in Q2 2026, an estimated $23.3K.
  • MGE Energy Inc made up 0.01% of Essential Partners's portfolio in Q2 2026, its #781 holding.
  • Essential Partners first reported a position in MGE Energy Inc in Q2 2025 and has held it in 5 quarters since.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.