Gotham Asset Management’s MGE Energy Inc MGEE Stock Holding History

Gotham Asset Management’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	-16,486	Closed	-$1.39M	–	1786
2025 Q3	$1.39M	Buy	16,486 +8,087	+96%	+$690K	0.01%	1108
2025 Q2	$743K	Buy	+8,399	New	+$756K	﹤0.01%	1219
2022 Q4	–	Sell	-3,463	Closed	-$227K	–	1275
2022 Q3	$227K	Buy	+3,463	New	+$271K	0.01%	1057
2016 Q2	–	Sell	-38,030	Closed	-$1.99M	–	1028
2016 Q1	$1.99M	Buy	+38,030	New	+$1.87M	0.02%	575
2015 Q2	–	Sell	-5,233	Closed	-$232K	–	993
2015 Q1	$232K	Sell	5,233 -1,906	-27%	-$84.6K	﹤0.01%	840
2014 Q4	$326K	Sell	7,139 -3,059	-30%	-$133K	﹤0.01%	808
2014 Q3	$380K	Sell	10,198 -9,889	-49%	-$387K	﹤0.01%	811
2014 Q2	$794K	Buy	+20,087	New	+$765K	0.01%	691

Other funds holding MGEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gotham Asset Management's MGEE Position: Q4 2025 in Review

Gotham Asset Management sold out of MGE Energy Inc (MGEE) in Q4 2025, closing a stake of 16,486 shares — an estimated $1.39M sold.

Gotham Asset Management first reported a position in MGEE in Q2 2014 and held it in 8 quarters. The position peaked at $1.99M in Q1 2016. 313 funds tracked by Wall St. Rank hold MGEE as of Q4 2025.

Gotham Asset Management reported no remaining MGE Energy Inc position as of Q4 2025 after selling out during the quarter.
Gotham Asset Management sold 16,486 MGE Energy Inc shares in Q4 2025, an estimated $1.39M.
Gotham Asset Management first reported a position in MGE Energy Inc in Q2 2014 and held it in 8 quarters.
Gotham Asset Management's MGE Energy Inc position peaked at $1.99M in Q1 2016.
313 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2025.

Based on Gotham Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.