Kilter Group’s MGE Energy Inc MGEE Stock Holding History

Kilter 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
2026 Q2	$1.06K	Buy	+13	New	+$1.01K	﹤0.01%	1261
2026 Q1	–	Sell	-3	Closed	-$236	–	1642
2025 Q4	$236	Buy	+3	New	+$247	﹤0.01%	1281

Other funds holding MGEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Kilter Group's MGEE Position: Q2 2026 in Review

Kilter Group opened a new position in MGE Energy Inc (MGEE) in Q2 2026: 13 shares worth $1.06K. The stake represents ﹤0.01% of the portfolio and ranks #1261 among its holdings. This is a return to the name: Kilter Group previously reported a position in MGEE as recently as Q4 2025.

Kilter Group first reported a position in MGEE in Q4 2025 and has held it in 2 quarters since. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

Kilter Group held 13 shares of MGE Energy Inc worth $1.06K as of Q2 2026.
MGE Energy Inc was a new Kilter Group position in Q2 2026.
MGE Energy Inc made up ﹤0.01% of Kilter Group's portfolio in Q2 2026, its #1261 holding.
Kilter Group first reported a position in MGE Energy Inc in Q4 2025 and has held it in 2 quarters since.
337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.