Marshall Wace
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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
Q2 		– Sell
-79,327
Closed -$6.13M – 3515
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
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

Marshall Wace's MGEE Position: Q2 2026 in Review

Marshall Wace sold out of MGE Energy Inc (MGEE) in Q2 2026, closing a stake of 79,327 shares — an estimated $6.13M sold.

Marshall Wace first reported a position in MGEE in Q4 2018 and held it in 9 quarters. The position peaked at $10.5M in Q2 2025. 338 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Marshall Wace reported no remaining MGE Energy Inc position as of Q2 2026 after selling out during the quarter.
  • Marshall Wace sold 79,327 MGE Energy Inc shares in Q2 2026, an estimated $6.13M.
  • Marshall Wace first reported a position in MGE Energy Inc in Q4 2018 and held it in 9 quarters.
  • Marshall Wace's MGE Energy Inc position peaked at $10.5M in Q2 2025.
  • 338 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.