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Foundry Partners’s MGE Energy Inc MGEE Stock Holding History

Foundry 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
2025
Q1 		– Sell
-4,529
Closed -$426K – 279
2024
Q4 		$426K Sell
4,529
-182
-4% -$17.6K 0.02% 246
2024
Q3 		$431K Buy
4,711
+2
+0% +$171 0.02% 249
2024
Q2 		$352K Buy
+4,709
New +$368K 0.02% 260
2024
Q1 		– Sell
-4,455
Closed -$322K – 312
2023
Q4 		$322K Buy
4,455
+300
+7% +$21.7K 0.02% 255
2023
Q3 		$285K Hold
4,155
– – 0.02% 263
2023
Q2 		$329K Sell
4,155
-220
-5% -$16.9K 0.02% 279
2023
Q1 		$340K Buy
4,375
+225
+5% +$16.3K 0.02% 276
2022
Q4 		$292K Buy
+4,150
New +$285K 0.02% 280

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
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

Foundry Partners's MGEE Position: Q1 2025 in Review

Foundry Partners sold out of MGE Energy Inc (MGEE) in Q1 2025, closing a stake of 4,529 shares — an estimated $426K sold.

Foundry Partners first reported a position in MGEE in Q4 2022 and held it in 8 quarters. The position peaked at $431K in Q3 2024. 295 funds tracked by Wall St. Rank hold MGEE as of Q1 2025.

  • Foundry Partners reported no remaining MGE Energy Inc position as of Q1 2025 after selling out during the quarter.
  • Foundry Partners sold 4,529 MGE Energy Inc shares in Q1 2025, an estimated $426K.
  • Foundry Partners first reported a position in MGE Energy Inc in Q4 2022 and held it in 8 quarters.
  • Foundry Partners's MGE Energy Inc position peaked at $431K in Q3 2024.
  • 295 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2025.

Based on Foundry Partners's 13F filing for Q1 2025, filed 5 May 2025.