Madison Investment Advisors’s MGE Energy Inc MGEE Stock Holding History

Madison Investment 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
2024 Q4	$295K	Buy	+3,138	New	+$303K	﹤0.01%	322

Other funds holding MGEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Madison Investment Advisors's MGEE Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in MGE Energy Inc (MGEE) in Q4 2024: 3,138 shares worth $295K. The stake represents ﹤0.01% of the portfolio and ranks #322 among its holdings.

294 funds tracked by Wall St. Rank hold MGEE as of Q4 2024.

Madison Investment Advisors held 3,138 shares of MGE Energy Inc worth $295K as of Q4 2024.
MGE Energy Inc was a new Madison Investment Advisors position in Q4 2024.
MGE Energy Inc made up ﹤0.01% of Madison Investment Advisors's portfolio in Q4 2024, its #322 holding.
294 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.