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MGEE icon

Inspire Investing’s MGE Energy Inc MGEE Stock Holding History

Inspire Investing’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 		$677K Buy
8,297
+1,649
+25% +$128K 0.03% 809
2026
Q1 		$514K Buy
6,648
+695
+12% +$54.7K 0.03% 691
2025
Q4 		$467K Buy
5,953
+576
+11% +$47.3K 0.04% 583
2025
Q3 		$453K Buy
5,377
+925
+21% +$78.9K 0.04% 642
2025
Q2 		$394K Buy
4,452
+744
+20% +$67K 0.04% 376
2025
Q1 		$345K Sell
3,708
-565
-13% -$51.4K 0.04% 461
2024
Q4 		$401K Sell
4,273
-222
-5% -$21.4K 0.04% 494
2024
Q3 		$411K Sell
4,495
-207
-4% -$17.7K 0.04% 650
2024
Q2 		$351K Buy
4,702
+144
+3% +$11.2K 0.04% 598
2024
Q1 		$359K Sell
4,558
-782
-15% -$54.8K 0.04% 560
2023
Q4 		$386K Buy
5,340
+850
+19% +$61.5K 0.04% 455
2023
Q3 		$308K Buy
4,490
+518
+13% +$39.3K 0.04% 505
2023
Q2 		$314K Buy
3,972
+455
+13% +$34.9K 0.04% 557
2023
Q1 		$273K Buy
3,517
+160
+5% +$11.6K 0.03% 586
2022
Q4 		$236K Buy
3,357
+217
+7% +$14.9K 0.03% 440
2022
Q3 		$206K Buy
3,140
+425
+16% +$33.3K 0.03% 639
2022
Q2 		$211K Sell
2,715
-241
-8% -$19.2K 0.03% 672
2022
Q1 		$236K Sell
2,956
-97
-3% -$7.38K 0.03% 511
2021
Q4 		$251K Sell
3,053
-49
-2% -$3.76K 0.03% 399
2021
Q3 		$228K Sell
3,102
-3,168
-51% -$248K 0.03% 635
2021
Q2 		$467K Buy
6,270
+190
+3% +$14.2K 0.06% 358
2021
Q1 		$434K Sell
6,080
-306
-5% -$20.6K 0.07% 358
2020
Q4 		$447K Buy
6,386
+1,742
+38% +$120K 0.1% 214
2020
Q3 		$291K Buy
+4,644
New +$301K 0.08% 246
2018
Q1 		– Sell
-860
Closed -$54K – 495
2017
Q4 		$54K Buy
+860
New +$55.9K 0.05% 683

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

Inspire Investing's MGEE Position: Q2 2026 in Review

Inspire Investing increased its MGE Energy Inc (MGEE) stake by 25% in Q2 2026, buying an estimated $128K and bringing the position to 8,297 shares worth $677K. The position accounts for 0.03% of the portfolio, ranked #809.

Inspire Investing first reported a position in MGEE in Q4 2017 and has held it in 25 quarters since. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Inspire Investing held 8,297 shares of MGE Energy Inc worth $677K as of Q2 2026.
  • Inspire Investing bought 1,649 MGE Energy Inc shares in Q2 2026, an estimated $128K.
  • MGE Energy Inc made up 0.03% of Inspire Investing's portfolio in Q2 2026, its #809 holding.
  • Inspire Investing first reported a position in MGE Energy Inc in Q4 2017 and has held it in 25 quarters since.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.