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MGEE icon

IFM Investors’s MGE Energy Inc MGEE Stock Holding History

IFM Investors’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 		$213K Hold
2,610
– – ﹤0.01% 634
2026
Q1 		$202K Buy
+2,610
New +$206K ﹤0.01% 641
2025
Q4 		– Sell
-2,610
Closed -$217K – 640
2025
Q3 		$217K Hold
2,610
– – ﹤0.01% 605
2025
Q2 		$231K Hold
2,610
– – ﹤0.01% 594
2025
Q1 		$243K Sell
2,610
-2,201
-46% -$200K ﹤0.01% 635
2024
Q4 		$452K Hold
4,811
– – ﹤0.01% 630
2024
Q3 		$440K Sell
4,811
-243
-5% -$20.8K ﹤0.01% 637
2024
Q2 		$378K Hold
5,054
– – ﹤0.01% 645
2024
Q1 		$398K Buy
+5,054
New +$354K ﹤0.01% 608
2023
Q4 		– Sell
-4,861
Closed -$333K – 609
2023
Q3 		$333K Buy
4,861
+383
+9% +$29.1K ﹤0.01% 625
2023
Q2 		$354K Buy
+4,478
New +$344K ﹤0.01% 625
2022
Q4 		– Sell
-4,291
Closed -$282K – 635
2022
Q3 		$282K Hold
4,291
– – 0.01% 628
2022
Q2 		$334K Sell
4,291
-512
-11% -$40.8K 0.01% 625
2022
Q1 		$383K Buy
+4,803
New +$365K 0.01% 628

Other funds holding MGEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

IFM Investors's MGEE Position: Q2 2026 in Review

IFM Investors held its MGE Energy Inc (MGEE) position steady in Q2 2026 at 2,610 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

IFM Investors first reported a position in MGEE in Q1 2022 and has held it in 14 quarters since. The position peaked at $452K in Q4 2024. 68 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • IFM Investors held 2,610 shares of MGE Energy Inc worth $213K as of Q2 2026.
  • IFM Investors left its MGE Energy Inc share count unchanged in Q2 2026.
  • MGE Energy Inc made up ﹤0.01% of IFM Investors's portfolio in Q2 2026, its #634 holding.
  • IFM Investors first reported a position in MGE Energy Inc in Q1 2022 and has held it in 14 quarters since.
  • IFM Investors's MGE Energy Inc position peaked at $452K in Q4 2024.
  • 68 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on IFM Investors's 13F filing for Q2 2026, filed 21 Jul 2026.