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

Everence 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
2025
Q4 		– Sell
-2,550
Closed -$215K – 819
2025
Q3 		$215K Hold
2,550
– – 0.01% 745
2025
Q2 		$226K Sell
2,550
-2,270
-47% -$204K 0.01% 707
2025
Q1 		$448K Hold
4,820
– – 0.03% 397
2024
Q4 		$453K Hold
4,820
– – 0.03% 400
2024
Q3 		$441K Buy
4,820
+1,590
+49% +$136K 0.03% 461
2024
Q2 		$253 Hold
3,230
– – 0.02% 598
2024
Q1 		$254 Buy
+3,230
New +$226K 0.02% 624

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Everence Capital Management's MGEE Position: Q4 2025 in Review

Everence Capital Management sold out of MGE Energy Inc (MGEE) in Q4 2025, closing a stake of 2,550 shares — an estimated $215K sold.

Everence Capital Management first reported a position in MGEE in Q1 2024 and held it in 7 quarters. The position peaked at $453K in Q4 2024. 313 funds tracked by Wall St. Rank hold MGEE as of Q4 2025.

  • Everence Capital Management reported no remaining MGE Energy Inc position as of Q4 2025 after selling out during the quarter.
  • Everence Capital Management sold 2,550 MGE Energy Inc shares in Q4 2025, an estimated $215K.
  • Everence Capital Management first reported a position in MGE Energy Inc in Q1 2024 and held it in 7 quarters.
  • Everence Capital Management's MGE Energy Inc position peaked at $453K in Q4 2024.
  • 313 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2025.

Based on Everence Capital Management's 13F filing for Q4 2025, filed 3 Feb 2026.