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Illinois Municipal Retirement Fund’s MGE Energy Inc MGEE Stock Holding History

Illinois Municipal Retirement Fund’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 		$1.49M Sell
18,276
-1,988
-10% -$154K 0.02% 756
2026
Q1 		$1.57M Sell
20,264
-173
-0.8% -$13.6K 0.02% 678
2025
Q4 		$1.6M Buy
20,437
+1,219
+6% +$100K 0.02% 664
2025
Q3 		$1.62M Sell
19,218
-392
-2% -$33.5K 0.02% 674
2025
Q2 		$1.73M Buy
19,610
+1,368
+7% +$123K 0.02% 644
2025
Q1 		$1.7M Sell
18,242
-1,568
-8% -$143K 0.02% 653
2024
Q4 		$1.86M Buy
19,810
+1,247
+7% +$120K 0.03% 630
2024
Q3 		$1.7M Sell
18,563
-1,926
-9% -$165K 0.02% 669
2024
Q2 		$1.53M Buy
+20,489
New +$1.6M 0.02% 673

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
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

Illinois Municipal Retirement Fund's MGEE Position: Q2 2026 in Review

Illinois Municipal Retirement Fund reduced its MGE Energy Inc (MGEE) stake by 9.8% in Q2 2026, selling an estimated $154K and leaving 18,276 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #756.

Illinois Municipal Retirement Fund first reported a position in MGEE in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.86M in Q4 2024. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Illinois Municipal Retirement Fund held 18,276 shares of MGE Energy Inc worth $1.49M as of Q2 2026.
  • Illinois Municipal Retirement Fund sold 1,988 MGE Energy Inc shares in Q2 2026, an estimated $154K.
  • MGE Energy Inc made up 0.02% of Illinois Municipal Retirement Fund's portfolio in Q2 2026, its #756 holding.
  • Illinois Municipal Retirement Fund first reported a position in MGE Energy Inc in Q2 2024 and has held it in 9 quarters since.
  • Illinois Municipal Retirement Fund's MGE Energy Inc position peaked at $1.86M in Q4 2024.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Illinois Municipal Retirement Fund's 13F filing for Q2 2026, filed 12 Aug 2026.