InceptionR’s MGE Energy Inc MGEE Stock Holding History

InceptionR’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	$434K	Buy	+5,614	New	+$442K	0.1%	356
2025 Q4	–	Sell	-7,000	Closed	-$589K	–	776
2025 Q3	$589K	Buy	7,000 +2,793	+66%	+$238K	0.14%	265
2025 Q2	$372K	Buy	4,207 +1,545	+58%	+$139K	0.09%	387
2025 Q1	$247K	Buy	+2,662	New	+$242K	0.07%	426
2024 Q4	–	Sell	-5,572	Closed	-$510K	–	771
2024 Q3	$510K	Buy	+5,572	New	+$476K	0.12%	311
2024 Q2	–	Sell	-3,787	Closed	-$298K	–	755
2024 Q1	$298K	Buy	+3,787	New	+$265K	0.08%	423
2023 Q2	–	Sell	-3,579	Closed	-$278K	–	553
2023 Q1	$278K	Buy	+3,579	New	+$259K	0.09%	353

Other funds holding MGEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

InceptionR's MGEE Position: Q1 2026 in Review

InceptionR opened a new position in MGE Energy Inc (MGEE) in Q1 2026: 5,614 shares worth $434K. The stake represents 0.1% of the portfolio and ranks #356 among its holdings. This is a return to the name: InceptionR previously reported a position in MGEE as recently as Q3 2025.

InceptionR first reported a position in MGEE in Q1 2023 and has held it in 7 quarters since. The position peaked at $589K in Q3 2025. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

InceptionR held 5,614 shares of MGE Energy Inc worth $434K as of Q1 2026.
MGE Energy Inc was a new InceptionR position in Q1 2026.
MGE Energy Inc made up 0.1% of InceptionR's portfolio in Q1 2026, its #356 holding.
InceptionR first reported a position in MGE Energy Inc in Q1 2023 and has held it in 7 quarters since.
InceptionR's MGE Energy Inc position peaked at $589K in Q3 2025.
317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.