GI
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GAMMA Investing’s MGE Energy Inc MGEE Stock Holding History

GAMMA Investing’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 		$414K Buy
5,072
+690
+16% +$53.5K 0.02% 756
2026
Q1 		$339K Buy
4,382
+273
+7% +$21.5K 0.02% 776
2025
Q4 		$322K Buy
4,109
+72
+2% +$5.92K 0.02% 726
2025
Q3 		$340K Sell
4,037
-559
-12% -$47.7K 0.02% 656
2025
Q2 		$406K Sell
4,596
-312
-6% -$28.1K 0.03% 555
2025
Q1 		$456K Buy
4,908
+251
+5% +$22.8K 0.03% 457
2024
Q4 		$438K Buy
4,657
+3,084
+196% +$298K 0.04% 398
2024
Q3 		$144K Buy
1,573
+901
+134% +$77K 0.01% 778
2024
Q2 		$50.2K Buy
672
+477
+245% +$37.2K 0.01% 1193
2024
Q1 		$15.3K Sell
195
-107
-35% -$7.5K ﹤0.01% 1817
2023
Q4 		$19.5K Buy
+302
New +$21.9K 0.01% 1526

Other funds holding MGEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

GAMMA Investing's MGEE Position: Q2 2026 in Review

GAMMA Investing increased its MGE Energy Inc (MGEE) stake by 16% in Q2 2026, buying an estimated $53.5K and bringing the position to 5,072 shares worth $414K. The position accounts for 0.02% of the portfolio, ranked #756.

GAMMA Investing first reported a position in MGEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $456K in Q1 2025. 44 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • GAMMA Investing held 5,072 shares of MGE Energy Inc worth $414K as of Q2 2026.
  • GAMMA Investing bought 690 MGE Energy Inc shares in Q2 2026, an estimated $53.5K.
  • MGE Energy Inc made up 0.02% of GAMMA Investing's portfolio in Q2 2026, its #756 holding.
  • GAMMA Investing first reported a position in MGE Energy Inc in Q4 2023 and has held it in 11 quarters since.
  • GAMMA Investing's MGE Energy Inc position peaked at $456K in Q1 2025.
  • 44 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.