FGP
MGEE icon

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
2026
Q2 		$2.43M Buy
+29,855
New +$2.31M 0.02% 399
2025
Q4 		– Sell
-2,407
Closed -$203K – 852
2025
Q3 		$203K Buy
+2,407
New +$205K ﹤0.01% 666

Other funds holding MGEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Freestone Grove Partners's MGEE Position: Q2 2026 in Review

Freestone Grove Partners opened a new position in MGE Energy Inc (MGEE) in Q2 2026: 29,855 shares worth $2.43M. The stake represents 0.02% of the portfolio and ranks #399 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in MGEE as recently as Q3 2025.

Freestone Grove Partners first reported a position in MGEE in Q3 2025 and has held it in 2 quarters since. 338 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Freestone Grove Partners held 29,855 shares of MGE Energy Inc worth $2.43M as of Q2 2026.
  • MGE Energy Inc was a new Freestone Grove Partners position in Q2 2026.
  • MGE Energy Inc made up 0.02% of Freestone Grove Partners's portfolio in Q2 2026, its #399 holding.
  • Freestone Grove Partners first reported a position in MGE Energy Inc in Q3 2025 and has held it in 2 quarters since.
  • 338 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.