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John Overdeck’s MGE Energy Inc MGEE Stock Holding History

John Overdeck’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 		$39.7M Buy
486,961
+317,887
+188% +$24.6M 0.03% 662
2026
Q1 		$13.1M Buy
169,074
+85,290
+102% +$6.72M 0.01% 1231
2025
Q4 		$6.57M Buy
83,784
+3,026
+4% +$249K 0.01% 1459
2025
Q3 		$6.8M Buy
80,758
+52,031
+181% +$4.44M 0.01% 1222
2025
Q2 		$2.54M Sell
28,727
-8,017
-22% -$722K ﹤0.01% 1664
2025
Q1 		$3.42M Buy
36,744
+5,160
+16% +$470K 0.01% 1357
2024
Q4 		$2.97M Buy
31,584
+3,899
+14% +$377K 0.01% 1448
2024
Q3 		$2.53M Buy
27,685
+8,461
+44% +$723K 0.01% 1527
2024
Q2 		$1.44M Buy
19,224
+14,893
+344% +$1.16M ﹤0.01% 1779
2024
Q1 		$341K Sell
4,331
-21,621
-83% -$1.51M ﹤0.01% 2503
2023
Q4 		$1.88M Buy
25,952
+22,902
+751% +$1.66M ﹤0.01% 1618
2023
Q3 		$209K Buy
+3,050
New +$231K ﹤0.01% 2627
2022
Q4 		– Sell
-22,131
Closed -$1.45M – 2969
2022
Q3 		$1.45M Buy
+22,131
New +$1.73M ﹤0.01% 1298
2020
Q4 		– Sell
-6,432
Closed -$403K – 3590
2020
Q3 		$403K Buy
+6,432
New +$417K ﹤0.01% 2390
2020
Q2 		– Sell
-4,214
Closed -$276K – 3295
2020
Q1 		$276K Sell
4,214
-7,874
-65% -$587K ﹤0.01% 2387
2019
Q4 		$953K Sell
12,088
-12,583
-51% -$969K ﹤0.01% 2227
2019
Q3 		$1.97M Buy
24,671
+13,099
+113% +$980K 0.01% 1457
2019
Q2 		$846K Buy
+11,572
New +$795K ﹤0.01% 2075
2016
Q3 		– Sell
-12,605
Closed -$712K – 3270
2016
Q2 		$712K Buy
+12,605
New +$653K ﹤0.01% 1999
2015
Q1 		– Sell
-7,484
Closed -$341K – 2756
2014
Q4 		$341K Buy
+7,484
New +$324K ﹤0.01% 1880

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

John Overdeck's MGEE Position: Q2 2026 in Review

John Overdeck increased its MGE Energy Inc (MGEE) stake by 188% in Q2 2026, buying an estimated $24.6M and bringing the position to 486,961 shares worth $39.7M. The position accounts for 0.03% of the portfolio, ranked #662.

John Overdeck first reported a position in MGEE in Q4 2014 and has held it in 20 quarters since. 336 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • John Overdeck held 486,961 shares of MGE Energy Inc worth $39.7M as of Q2 2026.
  • John Overdeck bought 317,887 MGE Energy Inc shares in Q2 2026, an estimated $24.6M.
  • MGE Energy Inc made up 0.03% of John Overdeck's portfolio in Q2 2026, its #662 holding.
  • John Overdeck first reported a position in MGE Energy Inc in Q4 2014 and has held it in 20 quarters since.
  • 336 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.