Fidelity Investments’s MGE Energy Inc MGEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $497K | Sell |
6,428
-216
| -3% | -$17K | ﹤0.01% | 3133 |
|
|
2025
Q4 | $521K | Buy |
6,644
+2,700
| +68% | +$222K | ﹤0.01% | 3075 |
|
|
2025
Q3 | $332K | Sell |
3,944
-571
| -13% | -$48.7K | ﹤0.01% | 3184 |
|
|
2025
Q2 | $399K | Buy |
4,515
+270
| +6% | +$24.3K | ﹤0.01% | 3051 |
|
|
2025
Q1 | $395K | Buy |
4,245
+1,665
| +65% | +$152K | ﹤0.01% | 2982 |
|
|
2024
Q4 | $242K | Buy |
2,580
+197
| +8% | +$19K | ﹤0.01% | 3193 |
|
|
2024
Q3 | $218K | Sell |
2,383
-555
| -19% | -$47.5K | ﹤0.01% | 3171 |
|
|
2024
Q2 | $220K | Buy |
2,938
+302
| +11% | +$23.6K | ﹤0.01% | 2995 |
|
|
2024
Q1 | $208K | Sell |
2,636
-4,777
| -64% | -$335K | ﹤0.01% | 3016 |
|
|
2023
Q4 | $536K | Sell |
7,413
-20,400
| -73% | -$1.48M | ﹤0.01% | 2666 |
|
|
2023
Q3 | $1.91M | Sell |
27,813
-6,490
| -19% | -$492K | ﹤0.01% | 2293 |
|
|
2023
Q2 | $2.71M | Buy |
34,303
+621
| +2% | +$47.7K | ﹤0.01% | 2241 |
|
|
2023
Q1 | $2.62M | Buy |
33,682
+13,205
| +64% | +$956K | ﹤0.01% | 2295 |
|
|
2022
Q4 | $1.44M | Buy |
20,477
+18,275
| +830% | +$1.26M | ﹤0.01% | 2459 |
|
|
2022
Q3 | $144K | Buy |
2,202
+526
| +31% | +$41.2K | ﹤0.01% | 3154 |
|
|
2022
Q2 | $130K | Buy |
1,676
+127
| +8% | +$10.1K | ﹤0.01% | 3246 |
|
|
2022
Q1 | $124K | Buy |
1,549
+60
| +4% | +$4.56K | ﹤0.01% | 3387 |
|
|
2021
Q4 | $123K | Buy |
1,489
+289
| +24% | +$22.2K | ﹤0.01% | 3044 |
|
|
2021
Q3 | $88K | Sell |
1,200
-2,662
| -69% | -$208K | ﹤0.01% | 3106 |
|
|
2021
Q2 | $288K | Buy |
3,862
+3,027
| +363% | +$226K | ﹤0.01% | 2873 |
|
|
2021
Q1 | $60K | Buy |
835
+183
| +28% | +$12.3K | ﹤0.01% | 3009 |
|
|
2020
Q4 | $46K | Sell |
652
-507
| -44% | -$35K | ﹤0.01% | 3023 |
|
|
2020
Q3 | $73K | Sell |
1,159
-43
| -4% | -$2.79K | ﹤0.01% | 2832 |
|
|
2020
Q2 | $78K | Sell |
1,202
-4
| -0.3% | -$261 | ﹤0.01% | 2748 |
|
|
2020
Q1 | $79K | Sell |
1,206
-164
| -12% | -$12.2K | ﹤0.01% | 2708 |
|
|
2019
Q4 | $108K | Buy |
1,370
+269
| +24% | +$20.7K | ﹤0.01% | 2738 |
|
|
2019
Q3 | $88K | Buy |
1,101
+46
| +4% | +$3.44K | ﹤0.01% | 2770 |
|
|
2019
Q2 | $77K | Sell |
1,055
-149
| -12% | -$10.2K | ﹤0.01% | 2784 |
|
|
2019
Q1 | $82K | Sell |
1,204
-2,261
| -65% | -$144K | ﹤0.01% | 2705 |
|
|
2018
Q4 | $208K | Buy |
3,465
+720
| +26% | +$45.9K | ﹤0.01% | 2551 |
|
|
2018
Q3 | $175K | Buy |
+2,745
| New | +$178K | ﹤0.01% | 2657 |
|
Other funds holding MGEE
VPM
VCM
Fidelity Investments's MGEE Position: Q1 2026 in Review
Fidelity Investments reduced its MGE Energy Inc (MGEE) stake by 3.3% in Q1 2026, selling an estimated $17K and leaving 6,428 shares worth $497K. The position accounts for ﹤0.01% of the portfolio, ranked #3133.
Fidelity Investments first reported a position in MGEE in Q3 2018 and has held it in 31 quarters since. The position peaked at $2.71M in Q2 2023. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.
- Fidelity Investments held 6,428 shares of MGE Energy Inc worth $497K as of Q1 2026.
- Fidelity Investments sold 216 MGE Energy Inc shares in Q1 2026, an estimated $17K.
- MGE Energy Inc made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3133 holding.
- Fidelity Investments first reported a position in MGE Energy Inc in Q3 2018 and has held it in 31 quarters since.
- Fidelity Investments's MGE Energy Inc position peaked at $2.71M in Q2 2023.
- 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.
Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.