Graham Capital Management’s MGE Energy Inc MGEE Stock Holding History

Graham Capital 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	-3,967	Closed	-$334K	–	1455
2025 Q3	$334K	Sell	3,967 -3,244	-45%	-$277K	0.01%	815
2025 Q2	$638K	Sell	7,211 -8,749	-55%	-$788K	0.01%	722
2025 Q1	$1.48M	Buy	15,960 +2,719	+21%	+$247K	0.03%	433
2024 Q4	$1.24M	Buy	+13,241	New	+$1.28M	0.02%	430
2023 Q3	–	Sell	-2,819	Closed	-$223K	–	1192
2023 Q2	$223K	Sell	2,819 -1,924	-41%	-$148K	0.01%	781
2023 Q1	$368K	Sell	4,743 -7,076	-60%	-$512K	0.01%	825
2022 Q4	$832K	Sell	11,819 -2,510	-18%	-$172K	0.03%	604
2022 Q3	$940K	Sell	14,329 -23,419	-62%	-$1.84M	0.04%	518
2022 Q2	$2.94M	Buy	37,748 +32,454	+613%	+$2.59M	0.12%	120
2022 Q1	$422K	Buy	+5,294	New	+$403K	0.01%	612

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

Graham Capital Management's MGEE Position: Q4 2025 in Review

Graham Capital Management sold out of MGE Energy Inc (MGEE) in Q4 2025, closing a stake of 3,967 shares — an estimated $334K sold.

Graham Capital Management first reported a position in MGEE in Q1 2022 and held it in 10 quarters. The position peaked at $2.94M in Q2 2022. 313 funds tracked by Wall St. Rank hold MGEE as of Q4 2025.

Graham Capital Management reported no remaining MGE Energy Inc position as of Q4 2025 after selling out during the quarter.
Graham Capital Management sold 3,967 MGE Energy Inc shares in Q4 2025, an estimated $334K.
Graham Capital Management first reported a position in MGE Energy Inc in Q1 2022 and held it in 10 quarters.
Graham Capital Management's MGE Energy Inc position peaked at $2.94M in Q2 2022.
313 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2025.

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