Magellan Asset Management’s MGE Energy Inc MGEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.42M | Hold |
29,683
| – | – | 0.05% | 74 |
|
|
2026
Q1 | $2.29M | Buy |
29,683
+5,890
| +25% | +$464K | 0.03% | 73 |
|
|
2025
Q4 | $1.87M | Buy |
23,793
+350
| +1% | +$28.8K | 0.02% | 73 |
|
|
2025
Q3 | $1.97M | Buy |
23,443
+1,830
| +8% | +$156K | 0.02% | 72 |
|
|
2025
Q2 | $1.91M | Sell |
21,613
-1,126
| -5% | -$101K | 0.02% | 78 |
|
|
2025
Q1 | $2.11M | Sell |
22,739
-356
| -2% | -$32.4K | 0.03% | 79 |
|
|
2024
Q4 | $2.17M | Sell |
23,095
-5,770
| -20% | -$557K | 0.02% | 76 |
|
|
2024
Q3 | $2.64M | Sell |
28,865
-164
| -0.6% | -$14K | 0.03% | 74 |
|
|
2024
Q2 | $2.17M | Buy |
29,029
+2,698
| +10% | +$211K | 0.02% | 78 |
|
|
2024
Q1 | $2.07M | Sell |
26,331
-154
| -0.6% | -$10.8K | 0.02% | 78 |
|
|
2023
Q4 | $1.92M | Buy |
26,485
+623
| +2% | +$45.1K | 0.02% | 78 |
|
|
2023
Q3 | $1.77M | Buy |
25,862
+287
| +1% | +$21.8K | 0.02% | 78 |
|
|
2023
Q2 | $2.02M | Sell |
25,575
-584
| -2% | -$44.8K | 0.02% | 76 |
|
|
2023
Q1 | $2.03M | Buy |
26,159
+428
| +2% | +$31K | 0.02% | 77 |
|
|
2022
Q4 | $1.81M | Buy |
25,731
+1,728
| +7% | +$119K | 0.02% | 79 |
|
|
2022
Q3 | $1.57M | Sell |
24,003
-5,293
| -18% | -$415K | 0.01% | 76 |
|
|
2022
Q2 | $2.28M | Sell |
29,296
-1,284
| -4% | -$102K | 0.01% | 74 |
|
|
2022
Q1 | $2.44M | Sell |
30,580
-3,543
| -10% | -$269K | 0.01% | 73 |
|
|
2021
Q4 | $2.81M | Buy |
34,123
+3,785
| +12% | +$291K | 0.01% | 63 |
|
|
2021
Q3 | $2.23M | Buy |
30,338
+3,125
| +11% | +$245K | ﹤0.01% | 59 |
|
|
2021
Q2 | $2.03M | Sell |
27,213
-759
| -3% | -$56.6K | ﹤0.01% | 58 |
|
|
2021
Q1 | $2M | Buy |
27,972
+1,358
| +5% | +$91.5K | ﹤0.01% | 56 |
|
|
2020
Q4 | $1.86M | Hold |
26,614
| – | – | ﹤0.01% | 55 |
|
|
2020
Q3 | $1.67M | Hold |
26,614
| – | – | ﹤0.01% | 53 |
|
|
2020
Q2 | $1.72M | Hold |
26,614
| – | – | 0.01% | 56 |
|
|
2020
Q1 | $1.74M | Sell |
26,614
-847
| -3% | -$63.2K | 0.01% | 57 |
|
|
2019
Q4 | $2.16M | Hold |
27,461
| – | – | 0.01% | 57 |
|
|
2019
Q3 | $2.19M | Buy |
+27,461
| New | +$2.05M | 0.01% | 57 |
|
|
2014
Q2 | – | Sell |
-52,067
| Closed | -$2.04M | – | 69 |
|
|
2014
Q1 | $2.04M | Sell |
52,067
-1
| -0% | -$38 | 0.02% | 62 |
|
|
2013
Q4 | $2M | Buy |
52,068
+522
| +1% | +$19.3K | 0.02% | 61 |
|
|
2013
Q3 | $1.88M | Hold |
51,546
| – | – | 0.02% | 66 |
|
|
2013
Q2 | $1.88M | Buy |
+51,546
| New | +$1.89M | 0.02% | 66 |
|
Other funds holding MGEE
ZP
WHG
GF
Magellan Asset Management's MGEE Position: Q2 2026 in Review
Magellan Asset Management held its MGE Energy Inc (MGEE) position steady in Q2 2026 at 29,683 shares worth $2.42M. The position accounts for 0.05% of the portfolio, ranked #74.
Magellan Asset Management first reported a position in MGEE in Q2 2013 and has held it in 32 quarters since. The position peaked at $2.81M in Q4 2021. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.
- Magellan Asset Management held 29,683 shares of MGE Energy Inc worth $2.42M as of Q2 2026.
- Magellan Asset Management left its MGE Energy Inc share count unchanged in Q2 2026.
- MGE Energy Inc made up 0.05% of Magellan Asset Management's portfolio in Q2 2026, its #74 holding.
- Magellan Asset Management first reported a position in MGE Energy Inc in Q2 2013 and has held it in 32 quarters since.
- Magellan Asset Management's MGE Energy Inc position peaked at $2.81M in Q4 2021.
- 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.
Based on Magellan Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.