Lido Advisors
MGEE icon

Lido Advisors’s MGE Energy Inc MGEE Stock Holding History

Lido 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
Q2 		$900K Sell
11,036
-302
-3% -$23.4K ﹤0.01% 1144
2026
Q1 		$876K Sell
11,338
-644
-5% -$50.7K ﹤0.01% 1024
2025
Q4 		$1.01M Hold
11,982
– – ﹤0.01% 1000
2025
Q3 		$1.01M Buy
11,982
+56
+0.5% +$4.78K ﹤0.01% 952
2025
Q2 		$1.05M Buy
11,926
+7,622
+177% +$686K ﹤0.01% 820
2025
Q1 		$400K Buy
4,304
+20
+0.5% +$1.82K ﹤0.01% 1091
2024
Q4 		$403K Hold
4,284
– – ﹤0.01% 1081
2024
Q3 		$392K Buy
+4,284
New +$366K ﹤0.01% 1042

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

Lido Advisors's MGEE Position: Q2 2026 in Review

Lido Advisors reduced its MGE Energy Inc (MGEE) stake by 2.7% in Q2 2026, selling an estimated $23.4K and leaving 11,036 shares worth $900K. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

Lido Advisors first reported a position in MGEE in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.05M in Q2 2025. 338 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Lido Advisors held 11,036 shares of MGE Energy Inc worth $900K as of Q2 2026.
  • Lido Advisors sold 302 MGE Energy Inc shares in Q2 2026, an estimated $23.4K.
  • MGE Energy Inc made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1144 holding.
  • Lido Advisors first reported a position in MGE Energy Inc in Q3 2024 and has held it in 8 quarters since.
  • Lido Advisors's MGE Energy Inc position peaked at $1.05M in Q2 2025.
  • 338 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.