Holocene Advisors’s MGE Energy Inc MGEE Stock Holding History

Holocene Advisors’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	$798K	Buy	+9,789	New	+$759K	﹤0.01%	700
2020 Q1	–	Sell	-13,724	Closed	-$1.08M	–	762
2019 Q4	$1.08M	Buy	+13,724	New	+$1.06M	0.01%	550
2019 Q3	–	Sell	-3,504	Closed	-$256K	–	802
2019 Q2	$256K	Sell	3,504 -1,831	-34%	-$126K	﹤0.01%	599
2019 Q1	$363K	Sell	5,335 -1,862	-26%	-$118K	0.01%	507
2018 Q4	$432K	Buy	7,197 +2,089	+41%	+$133K	0.01%	456
2018 Q3	$326K	Buy	5,108 +1,105	+28%	+$71.7K	0.01%	630
2018 Q2	$252K	Buy	4,003 +278	+7%	+$16.2K	0.01%	517
2018 Q1	$209K	Buy	+3,725	New	+$212K	﹤0.01%	507

Other funds holding MGEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Holocene Advisors's MGEE Position: Q2 2026 in Review

Holocene Advisors opened a new position in MGE Energy Inc (MGEE) in Q2 2026: 9,789 shares worth $798K. The stake represents ﹤0.01% of the portfolio and ranks #700 among its holdings. This is a return to the name: Holocene Advisors previously reported a position in MGEE as recently as Q4 2019.

Holocene Advisors first reported a position in MGEE in Q1 2018 and has held it in 8 quarters since. The position peaked at $1.08M in Q4 2019. 338 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

Holocene Advisors held 9,789 shares of MGE Energy Inc worth $798K as of Q2 2026.
MGE Energy Inc was a new Holocene Advisors position in Q2 2026.
MGE Energy Inc made up ﹤0.01% of Holocene Advisors's portfolio in Q2 2026, its #700 holding.
Holocene Advisors first reported a position in MGE Energy Inc in Q1 2018 and has held it in 8 quarters since.
Holocene Advisors's MGE Energy Inc position peaked at $1.08M in Q4 2019.
338 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.