iSAM Funds (UK)’s MGE Energy Inc MGEE Stock Holding History

iSAM Funds (UK)’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
2025 Q4	–	Sell	-1,413	Closed	-$119K	–	545
2025 Q3	$119K	Buy	+1,413	New	+$121K	0.02%	476

Other funds holding MGEE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

iSAM Funds (UK)'s MGEE Position: Q4 2025 in Review

iSAM Funds (UK) sold out of MGE Energy Inc (MGEE) in Q4 2025, closing a stake of 1,413 shares — an estimated $119K sold.

iSAM Funds (UK) first reported a position in MGEE in Q3 2025 and held it in 1 quarter. The position peaked at $119K in Q3 2025. 313 funds tracked by Wall St. Rank hold MGEE as of Q4 2025.

iSAM Funds (UK) reported no remaining MGE Energy Inc position as of Q4 2025 after selling out during the quarter.
iSAM Funds (UK) sold 1,413 MGE Energy Inc shares in Q4 2025, an estimated $119K.
iSAM Funds (UK) first reported a position in MGE Energy Inc in Q3 2025 and held it in 1 quarter.
iSAM Funds (UK)'s MGE Energy Inc position peaked at $119K in Q3 2025.
313 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2025.

Based on iSAM Funds (UK)'s 13F filing for Q4 2025, filed 17 Feb 2026.