IIA
MGEE icon

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
Q2 		$717K Sell
8,788
-194
-2% -$15K 0.25% 106
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 $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 $3.38T AUM 44.17% 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
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
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
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

ICW Investment Advisors's MGEE Position: Q2 2026 in Review

ICW Investment Advisors reduced its MGE Energy Inc (MGEE) stake by 2.2% in Q2 2026, selling an estimated $15K and leaving 8,788 shares worth $717K. The position accounts for 0.25% of the portfolio, ranked #106.

ICW Investment Advisors first reported a position in MGEE in Q4 2019 and has held it in 27 quarters since. The position peaked at $816K in Q4 2024. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • ICW Investment Advisors held 8,788 shares of MGE Energy Inc worth $717K as of Q2 2026.
  • ICW Investment Advisors sold 194 MGE Energy Inc shares in Q2 2026, an estimated $15K.
  • MGE Energy Inc made up 0.25% of ICW Investment Advisors's portfolio in Q2 2026, its #106 holding.
  • ICW Investment Advisors first reported a position in MGE Energy Inc in Q4 2019 and has held it in 27 quarters since.
  • ICW Investment Advisors's MGE Energy Inc position peaked at $816K in Q4 2024.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on ICW Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.