Madison Asset Management’s MGE Energy Inc MGEE Stock Holding History

Madison Asset Management’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	$243K	Hold	3,138	–	–	﹤0.01%	339
2025 Q4	$246K	Hold	3,138	–	–	﹤0.01%	334
2025 Q3	$264K	Hold	3,138	–	–	﹤0.01%	324
2025 Q2	$278K	Hold	3,138	–	–	﹤0.01%	318
2025 Q1	$292K	Hold	3,138	–	–	﹤0.01%	312
2024 Q4	$295K	Hold	3,138	–	–	﹤0.01%	322
2024 Q3	$287K	Hold	3,138	–	–	﹤0.01%	313
2024 Q2	$234K	Hold	3,138	–	–	﹤0.01%	316
2024 Q1	$247K	Hold	3,138	–	–	﹤0.01%	321
2023 Q4	$227K	Sell	3,138 -7,957	-72%	-$576K	﹤0.01%	318
2023 Q3	$760K	Hold	11,095	–	–	0.01%	282
2023 Q2	$878K	Buy	11,095 +7,957	+254%	+$611K	0.01%	271
2023 Q1	$244K	Hold	3,138	–	–	﹤0.01%	294
2022 Q4	$221K	Hold	3,138	–	–	﹤0.01%	310
2022 Q3	$206K	Hold	3,138	–	–	﹤0.01%	336
2022 Q2	$244K	Hold	3,138	–	–	﹤0.01%	350
2022 Q1	$250K	Buy	3,138 +448	+17%	+$34.1K	﹤0.01%	306
2021 Q4	$221K	Buy	+2,690	New	+$207K	﹤0.01%	313

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

Madison Asset Management's MGEE Position: Q1 2026 in Review

Madison Asset Management held its MGE Energy Inc (MGEE) position steady in Q1 2026 at 3,138 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Madison Asset Management first reported a position in MGEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $878K in Q2 2023. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

Madison Asset Management held 3,138 shares of MGE Energy Inc worth $243K as of Q1 2026.
Madison Asset Management left its MGE Energy Inc share count unchanged in Q1 2026.
MGE Energy Inc made up ﹤0.01% of Madison Asset Management's portfolio in Q1 2026, its #339 holding.
Madison Asset Management first reported a position in MGE Energy Inc in Q4 2021 and has held it in 18 quarters since.
Madison Asset Management's MGE Energy Inc position peaked at $878K in Q2 2023.
317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Madison Asset Management's 13F filing for Q1 2026, filed 7 May 2026.