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Jackson Creek Investment Advisors’s MGE Energy Inc MGEE Stock Holding History

Jackson Creek Investment Advisors’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 		– Sell
-5,048
Closed -$390K – 374
2026
Q1 		$390K Sell
5,048
-8
-0.2% -$630 0.11% 260
2025
Q4 		$396K Buy
+5,056
New +$416K 0.12% 253

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

Jackson Creek Investment Advisors's MGEE Position: Q2 2026 in Review

Jackson Creek Investment Advisors sold out of MGE Energy Inc (MGEE) in Q2 2026, closing a stake of 5,048 shares — an estimated $390K sold.

Jackson Creek Investment Advisors first reported a position in MGEE in Q4 2025 and held it in 2 quarters. The position peaked at $396K in Q4 2025. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Jackson Creek Investment Advisors reported no remaining MGE Energy Inc position as of Q2 2026 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 5,048 MGE Energy Inc shares in Q2 2026, an estimated $390K.
  • Jackson Creek Investment Advisors first reported a position in MGE Energy Inc in Q4 2025 and held it in 2 quarters.
  • Jackson Creek Investment Advisors's MGE Energy Inc position peaked at $396K in Q4 2025.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.