JY
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Jeff Yass’s MGE Energy Inc MGEE Stock Holding History

Jeff Yass’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
2021
Q2 		– Sell
-3,900
Closed -$278K – 12980
2021
Q1 		$278K Buy
+3,900
New +$263K ﹤0.01% 10763
2015
Q1 		– Sell
-8,300
Closed -$379K – 9710
2014
Q4 		$379K Sell
8,300
-200
-2% -$8.67K ﹤0.01% 7741
2014
Q3 		$317K Buy
+8,500
New +$332K ﹤0.01% 7945

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

Jeff Yass's MGEE Position: Q2 2026 in Review

Jeff Yass reduced its MGE Energy Inc (MGEE) stake by 81% in Q2 2026, selling an estimated $894K and leaving 2,626 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #11800.

Jeff Yass first reported a position in MGEE in Q3 2013 and has held it in 39 quarters since. The position peaked at $9.21M in Q1 2023. 336 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Jeff Yass held 2,626 shares of MGE Energy Inc worth $214K as of Q2 2026.
  • Jeff Yass sold 11,536 MGE Energy Inc shares in Q2 2026, an estimated $894K.
  • MGE Energy Inc made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11800 holding.
  • Jeff Yass first reported a position in MGE Energy Inc in Q3 2013 and has held it in 39 quarters since.
  • Jeff Yass's MGE Energy Inc position peaked at $9.21M in Q1 2023.
  • 336 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.