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

Evergreen 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
2026 Q1	–	Sell	-3,140	Closed	-$246K	–	1581
2025 Q4	$246K	Buy	+3,140	New	+$258K	0.01%	1169
2024 Q1	–	Sell	-3,157	Closed	-$228K	–	903
2023 Q4	$228K	Sell	3,157 -473	-13%	-$34.2K	0.01%	717
2023 Q3	$249K	Sell	3,630 -207	-5%	-$15.7K	0.01%	628
2023 Q2	$304K	Sell	3,837 -18	-0.5%	-$1.38K	0.01%	547
2023 Q1	$299K	Buy	3,855 +490	+15%	+$35.5K	0.01%	510
2022 Q4	$237K	Buy	+3,365	New	+$231K	0.01%	555

Other funds holding MGEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Evergreen Capital Management's MGEE Position: Q1 2026 in Review

Evergreen Capital Management sold out of MGE Energy Inc (MGEE) in Q1 2026, closing a stake of 3,140 shares — an estimated $246K sold.

Evergreen Capital Management first reported a position in MGEE in Q4 2022 and held it in 6 quarters. The position peaked at $304K in Q2 2023. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

Evergreen Capital Management reported no remaining MGE Energy Inc position as of Q1 2026 after selling out during the quarter.
Evergreen Capital Management sold 3,140 MGE Energy Inc shares in Q1 2026, an estimated $246K.
Evergreen Capital Management first reported a position in MGE Energy Inc in Q4 2022 and held it in 6 quarters.
Evergreen Capital Management's MGE Energy Inc position peaked at $304K in Q2 2023.
317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.