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ICW Investment Advisors’s MGE Energy Inc MGEE Stock Holding History

ICW Investment 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
Q1 		$694K Sell
8,982
-253
-3% -$19.9K 0.25% 110
2025
Q4 		$724K Sell
9,235
-34
-0.4% -$2.79K 0.26% 109
2025
Q3 		$780K Buy
9,269
+400
+5% +$34.1K 0.28% 110
2025
Q2 		$784K Buy
8,869
+110
+1% +$9.9K 0.31% 104
2025
Q1 		$814K Buy
8,759
+72
+0.8% +$6.55K 0.33% 101
2024
Q4 		$816K Buy
8,687
+29
+0.3% +$2.8K 0.34% 98
2024
Q3 		$792K Buy
8,658
+133
+2% +$11.4K 0.33% 98
2024
Q2 		$637K Sell
8,525
-43
-0.5% -$3.36K 0.29% 105
2024
Q1 		$674K Buy
8,568
+30
+0.4% +$2.1K 0.3% 101
2023
Q4 		$617K Buy
8,538
+63
+0.7% +$4.56K 0.3% 101
2023
Q3 		$581K Buy
8,475
+360
+4% +$27.3K 0.31% 99
2023
Q2 		$642K Buy
8,115
+363
+5% +$27.9K 0.34% 96
2023
Q1 		$602K Buy
7,752
+396
+5% +$28.7K 0.34% 96
2022
Q4 		$518K Buy
7,356
+227
+3% +$15.6K 0.31% 99
2022
Q3 		$468K Buy
7,129
+97
+1% +$7.6K 0.31% 101
2022
Q2 		$547K Buy
7,032
+34
+0.5% +$2.71K 0.35% 95
2022
Q1 		$558K Buy
6,998
+122
+2% +$9.28K 0.32% 99
2021
Q4 		$566K Buy
6,876
+640
+10% +$49.1K 0.32% 101
2021
Q3 		$458K Buy
6,236
+93
+2% +$7.28K 0.3% 102
2021
Q2 		$457K Buy
6,143
+138
+2% +$10.3K 0.3% 107
2021
Q1 		$429K Buy
6,005
+547
+10% +$36.8K 0.29% 109
2020
Q4 		$379K Sell
5,458
-296
-5% -$20.4K 0.27% 109
2020
Q3 		$361K Buy
5,754
+297
+5% +$19.2K 0.27% 108
2020
Q2 		$352K Buy
5,457
+445
+9% +$29.1K 0.29% 105
2020
Q1 		$328K Buy
5,012
+1,564
+45% +$117K 0.31% 97
2019
Q4 		$272K Buy
+3,448
New +$266K 0.22% 107

Other funds holding MGEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

ICW Investment Advisors's MGEE Position: Q1 2026 in Review

ICW Investment Advisors reduced its MGE Energy Inc (MGEE) stake by 2.7% in Q1 2026, selling an estimated $19.9K and leaving 8,982 shares worth $694K. The position accounts for 0.25% of the portfolio, ranked #110.

ICW Investment Advisors first reported a position in MGEE in Q4 2019 and has held it in 26 quarters since. The position peaked at $816K in Q4 2024. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

  • ICW Investment Advisors held 8,982 shares of MGE Energy Inc worth $694K as of Q1 2026.
  • ICW Investment Advisors sold 253 MGE Energy Inc shares in Q1 2026, an estimated $19.9K.
  • MGE Energy Inc made up 0.25% of ICW Investment Advisors's portfolio in Q1 2026, its #110 holding.
  • ICW Investment Advisors first reported a position in MGE Energy Inc in Q4 2019 and has held it in 26 quarters since.
  • ICW Investment Advisors's MGE Energy Inc position peaked at $816K in Q4 2024.
  • 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on ICW Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.