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
Q3 		$489K Buy
7,034
+1,962
+39% +$154K 0.02% 714
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

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GAMMA Investing's MGEE Position: Q3 2026 in Review

GAMMA Investing increased its MGE Energy Inc (MGEE) stake by 39% in Q3 2026, buying an estimated $154K and bringing the position to 7,034 shares worth $489K. The position accounts for 0.02% of the portfolio, ranked #714.

GAMMA Investing first reported a position in MGEE in Q4 2023 and has held it in 12 quarters since. 12 funds tracked by Wall St. Rank hold MGEE as of Q3 2026.

  • GAMMA Investing held 7,034 shares of MGE Energy Inc worth $489K as of Q3 2026.
  • GAMMA Investing bought 1,962 MGE Energy Inc shares in Q3 2026, an estimated $154K.
  • MGE Energy Inc made up 0.02% of GAMMA Investing's portfolio in Q3 2026, its #714 holding.
  • GAMMA Investing first reported a position in MGE Energy Inc in Q4 2023 and has held it in 12 quarters since.
  • 12 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.