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Martingale Asset Management’s MGE Energy Inc MGEE Stock Holding History

Martingale Asset 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
Q1 		$3.07M Buy
39,725
+12,651
+47% +$996K 0.08% 255
2025
Q4 		$2.12M Sell
27,074
-204
-0.7% -$16.8K 0.05% 305
2025
Q3 		$2.3M Buy
27,278
+6,888
+34% +$588K 0.06% 281
2025
Q2 		$1.8M Sell
20,390
-107
-0.5% -$9.63K 0.04% 323
2025
Q1 		$1.91M Hold
20,497
– – 0.05% 308
2024
Q4 		$1.93M Buy
20,497
+8,585
+72% +$829K 0.05% 320
2024
Q3 		$1.09M Buy
11,912
+4,812
+68% +$411K 0.03% 439
2024
Q2 		$531K Sell
7,100
-21,231
-75% -$1.66M 0.01% 586
2024
Q1 		$2.23M Buy
28,331
+2
+0% +$140 0.04% 275
2023
Q4 		$2.05M Sell
28,329
-80
-0.3% -$5.79K 0.04% 280
2023
Q3 		$1.95M Hold
28,409
– – 0.04% 270
2023
Q2 		$2.25M Hold
28,409
– – 0.04% 251
2023
Q1 		$2.21M Buy
28,409
+1
+0% +$72 0.04% 253
2022
Q4 		$2M Buy
28,408
+2,028
+8% +$139K 0.04% 263
2022
Q3 		$1.73M Buy
26,380
+150
+0.6% +$11.8K 0.03% 284
2022
Q2 		$2.04M Buy
26,230
+100
+0.4% +$7.97K 0.04% 266
2022
Q1 		$2.09M Buy
26,130
+50
+0.2% +$3.8K 0.03% 280
2021
Q4 		$2.15M Sell
26,080
-400
-2% -$30.7K 0.03% 298
2021
Q3 		$1.95M Buy
26,480
+15,670
+145% +$1.23M 0.03% 315
2021
Q2 		$806K Sell
10,810
-100
-0.9% -$7.46K 0.01% 461
2021
Q1 		$780K Buy
10,910
+702
+7% +$47.3K 0.01% 490
2020
Q4 		$716K Sell
10,208
-5,397
-35% -$372K 0.01% 534
2020
Q3 		$978K Buy
15,605
+3,400
+28% +$220K 0.01% 643
2020
Q2 		$788K Hold
12,205
– – 0.01% 787
2020
Q1 		$800K Buy
12,205
+6,400
+110% +$477K 0.01% 733
2019
Q4 		$458K Sell
5,805
-900
-13% -$69.3K ﹤0.01% 880
2019
Q3 		$536K Sell
6,705
-1,000
-13% -$74.8K 0.01% 867
2019
Q2 		$564K Sell
7,705
-20,203
-72% -$1.39M 0.01% 869
2019
Q1 		$1.9M Sell
27,908
-16,001
-36% -$1.02M 0.02% 618
2018
Q4 		$2.63M Buy
43,909
+4,800
+12% +$306K 0.03% 480
2018
Q3 		$2.5M Sell
39,109
-3,600
-8% -$234K 0.03% 494
2018
Q2 		$2.69M Hold
42,709
– – 0.03% 466
2018
Q1 		$2.4M Sell
42,709
-11,600
-21% -$660K 0.03% 482
2017
Q4 		$3.43M Sell
54,309
-42,801
-44% -$2.78M 0.05% 390
2017
Q3 		$6.27M Buy
97,110
+2,000
+2% +$129K 0.08% 249
2017
Q2 		$6.12M Sell
95,110
-200
-0.2% -$13.1K 0.09% 242
2017
Q1 		$6.2M Sell
95,310
-1
-0% -$63 0.09% 237
2016
Q4 		$6.22M Buy
95,311
+10,792
+13% +$645K 0.09% 250
2016
Q3 		$4.78M Buy
84,519
+63,708
+306% +$3.59M 0.07% 287
2016
Q2 		$1.18M Sell
20,811
-500
-2% -$25.9K 0.02% 443
2016
Q1 		$1.11M Sell
21,311
-17,713
-45% -$872K 0.02% 462
2015
Q4 		$1.81M Sell
39,024
-497
-1% -$21.3K 0.04% 330
2015
Q3 		$1.63M Sell
39,521
-16,709
-30% -$660K 0.04% 346
2015
Q2 		$2.18M Sell
56,230
-3,200
-5% -$130K 0.05% 308
2015
Q1 		$2.63M Sell
59,430
-508
-0.8% -$22.5K 0.06% 289
2014
Q4 		$2.73M Buy
59,938
+11,999
+25% +$520K 0.08% 266
2014
Q3 		$1.79M Sell
47,939
-500
-1% -$19.5K 0.06% 314
2014
Q2 		$1.91M Buy
48,439
+20,622
+74% +$786K 0.06% 323
2014
Q1 		$1.09M Buy
27,817
+9,355
+51% +$358K 0.04% 466
2013
Q4 		$711K Sell
18,462
-9
-0% -$333 0.02% 662
2013
Q3 		$672K Hold
18,471
– – 0.02% 674
2013
Q2 		$675K Buy
+18,471
New +$676K 0.03% 660

Other funds holding MGEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Martingale Asset Management's MGEE Position: Q1 2026 in Review

Martingale Asset Management increased its MGE Energy Inc (MGEE) stake by 47% in Q1 2026, buying an estimated $996K and bringing the position to 39,725 shares worth $3.07M. The position accounts for 0.08% of the portfolio, ranked #255.

Martingale Asset Management first reported a position in MGEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.27M in Q3 2017. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

  • Martingale Asset Management held 39,725 shares of MGE Energy Inc worth $3.07M as of Q1 2026.
  • Martingale Asset Management bought 12,651 MGE Energy Inc shares in Q1 2026, an estimated $996K.
  • MGE Energy Inc made up 0.08% of Martingale Asset Management's portfolio in Q1 2026, its #255 holding.
  • Martingale Asset Management first reported a position in MGE Energy Inc in Q2 2013 and has held it in 52 quarters since.
  • Martingale Asset Management's MGE Energy Inc position peaked at $6.27M in Q3 2017.
  • 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Martingale Asset Management's 13F filing for Q1 2026, filed 13 May 2026.