Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s MGE Energy Inc MGEE Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-5,769
Closed -$486K – 975
2025
Q3 		$486K Buy
5,769
+211
+4% +$18K ﹤0.01% 1047
2025
Q2 		$492K Sell
5,558
-33
-0.6% -$2.97K ﹤0.01% 976
2025
Q1 		$520K Sell
5,591
-789
-12% -$71.8K ﹤0.01% 891
2024
Q4 		$599K Buy
+6,380
New +$616K ﹤0.01% 846

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Victory Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners's MGEE Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of MGE Energy Inc (MGEE) in Q4 2025, closing a stake of 5,769 shares — an estimated $486K sold.

Kovitz Investment Group Partners first reported a position in MGEE in Q4 2024 and held it in 4 quarters. The position peaked at $599K in Q4 2024. 313 funds tracked by Wall St. Rank hold MGEE as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining MGE Energy Inc position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 5,769 MGE Energy Inc shares in Q4 2025, an estimated $486K.
  • Kovitz Investment Group Partners first reported a position in MGE Energy Inc in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's MGE Energy Inc position peaked at $599K in Q4 2024.
  • 313 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.