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 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 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

Lido Advisors's MGEE Position: Q1 2026 in Review

Lido Advisors reduced its MGE Energy Inc (MGEE) stake by 5.4% in Q1 2026, selling an estimated $50.7K and leaving 11,338 shares worth $876K. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

Lido Advisors first reported a position in MGEE in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q2 2025. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

Lido Advisors held 11,338 shares of MGE Energy Inc worth $876K as of Q1 2026.
Lido Advisors sold 644 MGE Energy Inc shares in Q1 2026, an estimated $50.7K.
MGE Energy Inc made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1024 holding.
Lido Advisors first reported a position in MGE Energy Inc in Q3 2024 and has held it in 7 quarters since.
Lido Advisors's MGE Energy Inc position peaked at $1.05M in Q2 2025.
317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.