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Jefferies Financial Group’s MGE Energy Inc MGEE Stock Holding History

Jefferies Financial Group’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
Q2 		– Sell
-2,217
Closed -$206K – 1624
2025
Q1 		$206K Sell
2,217
-15,953
-88% -$1.45M ﹤0.01% 1380
2024
Q4 		$1.71M Sell
18,170
-6,830
-27% -$660K 0.01% 719
2024
Q3 		$2.29M Buy
+25,000
New +$2.14M 0.02% 552

Other funds holding MGEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jefferies Financial Group's MGEE Position: Q2 2025 in Review

Jefferies Financial Group sold out of MGE Energy Inc (MGEE) in Q2 2025, closing a stake of 2,217 shares — an estimated $206K sold.

Jefferies Financial Group first reported a position in MGEE in Q3 2024 and held it in 3 quarters. The position peaked at $2.29M in Q3 2024. 295 funds tracked by Wall St. Rank hold MGEE as of Q2 2025.

  • Jefferies Financial Group reported no remaining MGE Energy Inc position as of Q2 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 2,217 MGE Energy Inc shares in Q2 2025, an estimated $206K.
  • Jefferies Financial Group first reported a position in MGE Energy Inc in Q3 2024 and held it in 3 quarters.
  • Jefferies Financial Group's MGE Energy Inc position peaked at $2.29M in Q3 2024.
  • 295 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2025.

Based on Jefferies Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.