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Freestone Grove Partners’s MGE Energy Inc MGEE Stock Holding History

Freestone Grove 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
Q4 		– Sell
-2,407
Closed -$203K – 852
2025
Q3 		$203K Buy
+2,407
New +$205K ﹤0.01% 666

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Geode Capital Management
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Victory Capital Management
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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

Freestone Grove Partners's MGEE Position: Q4 2025 in Review

Freestone Grove Partners sold out of MGE Energy Inc (MGEE) in Q4 2025, closing a stake of 2,407 shares — an estimated $203K sold.

Freestone Grove Partners first reported a position in MGEE in Q3 2025 and held it in 1 quarter. The position peaked at $203K in Q3 2025. 313 funds tracked by Wall St. Rank hold MGEE as of Q4 2025.

  • Freestone Grove Partners reported no remaining MGE Energy Inc position as of Q4 2025 after selling out during the quarter.
  • Freestone Grove Partners sold 2,407 MGE Energy Inc shares in Q4 2025, an estimated $203K.
  • Freestone Grove Partners first reported a position in MGE Energy Inc in Q3 2025 and held it in 1 quarter.
  • Freestone Grove Partners's MGE Energy Inc position peaked at $203K in Q3 2025.
  • 313 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2025.

Based on Freestone Grove Partners's 13F filing for Q4 2025, filed 17 Feb 2026.