KLCM Advisors’s MGE Energy Inc MGEE Stock Holding History

KLCM 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 Q1	$945K	Hold	12,225	–	–	0.08%	126
2025 Q4	$959K	Hold	12,225	–	–	0.08%	118
2025 Q3	$1.03M	Hold	12,225	–	–	0.1%	92
2025 Q2	$1.08M	Hold	12,225	–	–	0.11%	81
2025 Q1	$1.14M	Hold	12,225	–	–	0.13%	77
2024 Q4	$1.15M	Sell	12,225 -750	-6%	-$72.4K	0.13%	74
2024 Q3	$1.19M	Hold	12,975	–	–	0.14%	72
2024 Q2	$969K	Hold	12,975	–	–	0.12%	73
2024 Q1	$1.02M	Hold	12,975	–	–	0.13%	73
2023 Q4	$938K	Hold	12,975	–	–	0.14%	72
2023 Q3	$889K	Hold	12,975	–	–	0.17%	66
2023 Q2	$1.03M	Hold	12,975	–	–	0.2%	61
2023 Q1	$1.01M	Hold	12,975	–	–	0.2%	59
2022 Q4	$913K	Hold	12,975	–	–	0.19%	59
2022 Q3	$852K	Hold	12,975	–	–	0.2%	59
2022 Q2	$1.01M	Hold	12,975	–	–	0.22%	55
2022 Q1	$1.03M	Hold	12,975	–	–	0.22%	53
2021 Q4	$1.07M	Hold	12,975	–	–	0.23%	48
2021 Q3	$954K	Hold	12,975	–	–	0.2%	52
2021 Q2	$966K	Hold	12,975	–	–	0.21%	49
2021 Q1	$926K	Hold	12,975	–	–	0.21%	51
2020 Q4	$909K	Hold	12,975	–	–	0.23%	51
2020 Q3	$813K	Hold	12,975	–	–	0.24%	54
2020 Q2	$837K	Hold	12,975	–	–	0.24%	51
2020 Q1	$849K	Hold	12,975	–	–	0.27%	46
2019 Q4	$1.02M	Buy	+12,975	New	+$1,000K	0.23%	45

Other funds holding MGEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

KLCM Advisors's MGEE Position: Q1 2026 in Review

KLCM Advisors held its MGE Energy Inc (MGEE) position steady in Q1 2026 at 12,225 shares worth $945K. The position accounts for 0.08% of the portfolio, ranked #126.

KLCM Advisors first reported a position in MGEE in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.19M in Q3 2024. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

KLCM Advisors held 12,225 shares of MGE Energy Inc worth $945K as of Q1 2026.
KLCM Advisors left its MGE Energy Inc share count unchanged in Q1 2026.
MGE Energy Inc made up 0.08% of KLCM Advisors's portfolio in Q1 2026, its #126 holding.
KLCM Advisors first reported a position in MGE Energy Inc in Q4 2019 and has held it in 26 quarters since.
KLCM Advisors's MGE Energy Inc position peaked at $1.19M in Q3 2024.
317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.