IAIM
MGEE icon

International Assets Investment Management’s MGE Energy Inc MGEE Stock Holding History

International Assets Investment Management’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 		$19.3K Hold
238
– – ﹤0.01% 1623
2026
Q1 		$18.5K Hold
238
– – ﹤0.01% 1519
2025
Q4 		$18.7K Buy
+238
New +$19.6K ﹤0.01% 1495
2024
Q4 		– Sell
-21,759
Closed -$238 – 1430
2024
Q3 		$238 Buy
21,759
+21,521
+9,042% +$1.84M ﹤0.01% 1509
2024
Q2 		$17.8K Buy
+238
New +$18.6K ﹤0.01% 1507
2021
Q2 		– Sell
-1,082
Closed -$76K – 1319
2021
Q1 		$76K Hold
1,082
– – 0.01% 806
2020
Q4 		$76K Buy
+1,082
New +$74.6K 0.01% 691

Other funds holding MGEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
STCG
Speece Thorson Capital Group Minnetonka, Minnesota $468M AUM 19.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

International Assets Investment Management's MGEE Position: Q2 2026 in Review

International Assets Investment Management held its MGE Energy Inc (MGEE) position steady in Q2 2026 at 238 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1623.

International Assets Investment Management first reported a position in MGEE in Q4 2020 and has held it in 7 quarters since. The position peaked at $76K in Q1 2021. 219 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • International Assets Investment Management held 238 shares of MGE Energy Inc worth $19.3K as of Q2 2026.
  • International Assets Investment Management left its MGE Energy Inc share count unchanged in Q2 2026.
  • MGE Energy Inc made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1623 holding.
  • International Assets Investment Management first reported a position in MGE Energy Inc in Q4 2020 and has held it in 7 quarters since.
  • International Assets Investment Management's MGE Energy Inc position peaked at $76K in Q1 2021.
  • 219 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.