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Guggenheim Capital’s MGE Energy Inc MGEE Stock Holding History

Guggenheim Capital’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
Q1 		– Sell
-3,423
Closed -$268K – 1716
2025
Q4 		$268K Buy
+3,423
New +$281K ﹤0.01% 1575
2025
Q1 		– Sell
-2,466
Closed -$232K – 1672
2024
Q4 		$232K Buy
+2,466
New +$238K ﹤0.01% 1539
2023
Q3 		– Sell
-14,723
Closed -$1.16M – 1883
2023
Q2 		$1.16M Sell
14,723
-1,198
-8% -$92K 0.01% 1093
2023
Q1 		$1.24M Buy
15,921
+4,118
+35% +$298K 0.01% 1067
2022
Q4 		$831K Sell
11,803
-662
-5% -$45.5K 0.01% 1255
2022
Q3 		$818K Sell
12,465
-5,828
-32% -$457K 0.01% 1247
2022
Q2 		$1.42M Sell
18,293
-2,622
-13% -$209K 0.01% 1055
2022
Q1 		$1.67M Buy
20,915
+1,005
+5% +$76.4K 0.01% 1103
2021
Q4 		$1.64M Buy
19,910
+231
+1% +$17.7K 0.01% 1156
2021
Q3 		$1.45M Buy
19,679
+962
+5% +$75.3K 0.01% 1220
2021
Q2 		$1.39M Buy
+18,717
New +$1.4M 0.01% 1301
2017
Q4 		– Sell
-9,996
Closed -$645K – 2770
2017
Q3 		$645K Sell
9,996
-3,637
-27% -$235K ﹤0.01% 2303
2017
Q2 		$877K Buy
13,633
+4,368
+47% +$285K ﹤0.01% 2146
2017
Q1 		$603K Buy
9,265
+1,475
+19% +$93.3K ﹤0.01% 2316
2016
Q4 		$509K Buy
+7,790
New +$466K ﹤0.01% 2420

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Guggenheim Capital's MGEE Position: Q1 2026 in Review

Guggenheim Capital sold out of MGE Energy Inc (MGEE) in Q1 2026, closing a stake of 3,423 shares — an estimated $268K sold.

Guggenheim Capital first reported a position in MGEE in Q4 2016 and held it in 15 quarters. The position peaked at $1.67M in Q1 2022. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

  • Guggenheim Capital reported no remaining MGE Energy Inc position as of Q1 2026 after selling out during the quarter.
  • Guggenheim Capital sold 3,423 MGE Energy Inc shares in Q1 2026, an estimated $268K.
  • Guggenheim Capital first reported a position in MGE Energy Inc in Q4 2016 and held it in 15 quarters.
  • Guggenheim Capital's MGE Energy Inc position peaked at $1.67M in Q1 2022.
  • 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Guggenheim Capital's 13F filing for Q1 2026, filed 15 May 2026.