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 Q2	$256K	Hold	3,138	–	–	﹤0.01%	340
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Madison Asset Management's MGEE Position: Q2 2026 in Review

Madison Asset Management held its MGE Energy Inc (MGEE) position steady in Q2 2026 at 3,138 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Madison Asset Management first reported a position in MGEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $878K in Q2 2023. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

Madison Asset Management held 3,138 shares of MGE Energy Inc worth $256K as of Q2 2026.
Madison Asset Management left its MGE Energy Inc share count unchanged in Q2 2026.
MGE Energy Inc made up ﹤0.01% of Madison Asset Management's portfolio in Q2 2026, its #340 holding.
Madison Asset Management first reported a position in MGE Energy Inc in Q4 2021 and has held it in 19 quarters since.
Madison Asset Management's MGE Energy Inc position peaked at $878K in Q2 2023.
337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Madison Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.