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Mendota Financial Group’s MGE Energy Inc MGEE Stock Holding History

Mendota Financial Group’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
2025
Q1 		– Sell
-225
Closed -$21.1K – 262
2024
Q4 		$21.1K Buy
225
+191
+562% +$18.4K 0.01% 206
2024
Q3 		$3.09K Buy
+34
New +$2.91K ﹤0.01% 292
2024
Q1 		– Sell
-28
Closed -$2.02K – 367
2023
Q4 		$2.02K Hold
28
– – ﹤0.01% 322
2023
Q3 		$1.92K Hold
28
– – ﹤0.01% 251
2023
Q2 		$2.22K Sell
28
-602
-96% -$46.2K ﹤0.01% 245
2023
Q1 		$50.3K Buy
630
+288
+84% +$20.9K 0.05% 140
2022
Q4 		$24.1K Buy
+342
New +$23.5K 0.03% 168

Other funds holding MGEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mendota Financial Group's MGEE Position: Q1 2025 in Review

Mendota Financial Group sold out of MGE Energy Inc (MGEE) in Q1 2025, closing a stake of 225 shares — an estimated $21.1K sold.

Mendota Financial Group first reported a position in MGEE in Q4 2022 and held it in 7 quarters. The position peaked at $50.3K in Q1 2023. 295 funds tracked by Wall St. Rank hold MGEE as of Q1 2025.

  • Mendota Financial Group reported no remaining MGE Energy Inc position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 225 MGE Energy Inc shares in Q1 2025, an estimated $21.1K.
  • Mendota Financial Group first reported a position in MGE Energy Inc in Q4 2022 and held it in 7 quarters.
  • Mendota Financial Group's MGE Energy Inc position peaked at $50.3K in Q1 2023.
  • 295 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.