Marshall Wace’s MGE Energy Inc MGEE Stock Holding History

Marshall Wace’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	$6.13M	Buy	79,327 +4,690	+6%	+$369K	0.01%	1203
2025 Q4	$5.85M	Sell	74,637 -12,057	-14%	-$991K	0.01%	1081
2025 Q3	$7.3M	Sell	86,694 -32,125	-27%	-$2.74M	0.01%	1041
2025 Q2	$10.5M	Buy	118,819 +43,231	+57%	+$3.89M	0.01%	817
2025 Q1	$7.03M	Buy	+75,588	New	+$6.88M	0.01%	912
2024 Q1	–	Sell	-4,566	Closed	-$330K	–	2673
2023 Q4	$330K	Buy	+4,566	New	+$330K	﹤0.01%	1861
2022 Q3	–	Sell	-22,372	Closed	-$1.74M	–	3620
2022 Q2	$1.74M	Buy	+22,372	New	+$1.78M	﹤0.01%	2093
2020 Q3	–	Sell	-8,649	Closed	-$558K	–	1793
2020 Q2	$558K	Buy	+8,649	New	+$565K	﹤0.01%	1168
2019 Q1	–	Sell	-5,758	Closed	-$345K	–	1932
2018 Q4	$345K	Buy	+5,758	New	+$367K	﹤0.01%	1200

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

Marshall Wace's MGEE Position: Q1 2026 in Review

Marshall Wace increased its MGE Energy Inc (MGEE) stake by 6.3% in Q1 2026, buying an estimated $369K and bringing the position to 79,327 shares worth $6.13M. The position accounts for 0.01% of the portfolio, ranked #1203.

Marshall Wace first reported a position in MGEE in Q4 2018 and has held it in 9 quarters since. The position peaked at $10.5M in Q2 2025. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

Marshall Wace held 79,327 shares of MGE Energy Inc worth $6.13M as of Q1 2026.
Marshall Wace bought 4,690 MGE Energy Inc shares in Q1 2026, an estimated $369K.
MGE Energy Inc made up 0.01% of Marshall Wace's portfolio in Q1 2026, its #1203 holding.
Marshall Wace first reported a position in MGE Energy Inc in Q4 2018 and has held it in 9 quarters since.
Marshall Wace's MGE Energy Inc position peaked at $10.5M in Q2 2025.
317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.