MCM
MGEE icon

MAI Capital Management’s MGE Energy Inc MGEE Stock Holding History

MAI Capital 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 		– Sell
-34
Closed -$2.63K – 3656
2026
Q1 		$2.63K Buy
34
+7
+26% +$551 ﹤0.01% 3824
2025
Q4 		$2.12K Sell
27
-39
-59% -$3.21K ﹤0.01% 3400
2025
Q3 		$5.56K Sell
66
-89
-57% -$7.6K ﹤0.01% 2981
2025
Q2 		$13.7K Buy
155
+130
+520% +$11.7K ﹤0.01% 2558
2025
Q1 		$2.32K Hold
25
– – ﹤0.01% 2946
2024
Q4 		$2.35K Buy
+25
New +$2.42K ﹤0.01% 2993

Other funds holding MGEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
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
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

MAI Capital Management's MGEE Position: Q2 2026 in Review

MAI Capital Management sold out of MGE Energy Inc (MGEE) in Q2 2026, closing a stake of 34 shares — an estimated $2.63K sold.

MAI Capital Management first reported a position in MGEE in Q4 2024 and held it in 6 quarters. The position peaked at $13.7K in Q2 2025. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • MAI Capital Management reported no remaining MGE Energy Inc position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 34 MGE Energy Inc shares in Q2 2026, an estimated $2.63K.
  • MAI Capital Management first reported a position in MGE Energy Inc in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's MGE Energy Inc position peaked at $13.7K in Q2 2025.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.