Mercer Global Advisors’s MGE Energy Inc MGEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.59M | Buy |
19,450
+8,920
| +85% | +$691K | ﹤0.01% | 1483 |
|
|
2026
Q1 | $814K | Sell |
10,530
-135
| -1% | -$10.6K | ﹤0.01% | 1676 |
|
|
2025
Q4 | $836K | Sell |
10,665
-3,452
| -24% | -$284K | ﹤0.01% | 1558 |
|
|
2025
Q3 | $1.19M | Buy |
14,117
+1,222
| +9% | +$104K | ﹤0.01% | 1289 |
|
|
2025
Q2 | $1.14M | Buy |
12,895
+548
| +4% | +$49.3K | ﹤0.01% | 1150 |
|
|
2025
Q1 | $1.15M | Buy |
12,347
+208
| +2% | +$18.9K | ﹤0.01% | 1072 |
|
|
2024
Q4 | $1.14M | Sell |
12,139
-447
| -4% | -$43.2K | ﹤0.01% | 1048 |
|
|
2024
Q3 | $1.16M | Buy |
12,586
+6
| +0% | +$513 | ﹤0.01% | 959 |
|
|
2024
Q2 | $940K | Buy |
12,580
+1,953
| +18% | +$153K | ﹤0.01% | 984 |
|
|
2024
Q1 | $837K | Sell |
10,627
-339
| -3% | -$23.8K | ﹤0.01% | 1037 |
|
|
2023
Q4 | $793K | Buy |
10,966
+668
| +6% | +$48.3K | ﹤0.01% | 1077 |
|
|
2023
Q3 | $705K | Buy |
10,298
+822
| +9% | +$62.3K | ﹤0.01% | 1088 |
|
|
2023
Q2 | $750K | Sell |
9,476
-378
| -4% | -$29K | ﹤0.01% | 1057 |
|
|
2023
Q1 | $765K | Hold |
9,854
| – | – | ﹤0.01% | 1015 |
|
|
2022
Q4 | $694K | Sell |
9,854
-21
| -0.2% | -$1.44K | ﹤0.01% | 1060 |
|
|
2022
Q3 | $648K | Buy |
9,875
+8
| +0.1% | +$627 | ﹤0.01% | 1028 |
|
|
2022
Q2 | $768K | Buy |
9,867
+4
| +0% | +$319 | ﹤0.01% | 951 |
|
|
2022
Q1 | $787K | Sell |
9,863
-1,159
| -11% | -$88.1K | ﹤0.01% | 996 |
|
|
2021
Q4 | $907K | Sell |
11,022
-2,160
| -16% | -$166K | 0.01% | 933 |
|
|
2021
Q3 | $969K | Buy |
13,182
+1,430
| +12% | +$112K | 0.01% | 870 |
|
|
2021
Q2 | $875K | Sell |
11,752
-14
| -0.1% | -$1.04K | 0.01% | 902 |
|
|
2021
Q1 | $840K | Buy |
11,766
+760
| +7% | +$51.2K | 0.01% | 851 |
|
|
2020
Q4 | $771K | Buy |
11,006
+5
| +0% | +$345 | 0.01% | 703 |
|
|
2020
Q3 | $689K | Sell |
11,001
-1
| -0% | -$65 | 0.01% | 672 |
|
|
2020
Q2 | $710K | Sell |
11,002
-821
| -7% | -$53.6K | 0.01% | 569 |
|
|
2020
Q1 | $774K | Buy |
11,823
+1,280
| +12% | +$95.5K | 0.02% | 549 |
|
|
2019
Q4 | $831K | Buy |
10,543
+4
| +0% | +$308 | 0.02% | 575 |
|
|
2019
Q3 | $841K | Buy |
10,539
+4,245
| +67% | +$318K | 0.02% | 537 |
|
|
2019
Q2 | $460K | Buy |
6,294
+4
| +0.1% | +$275 | 0.01% | 714 |
|
|
2019
Q1 | $428K | Buy |
+6,290
| New | +$400K | 0.02% | 689 |
|
Other funds holding MGEE
ZP
WHG
GF
Mercer Global Advisors's MGEE Position: Q2 2026 in Review
Mercer Global Advisors increased its MGE Energy Inc (MGEE) stake by 85% in Q2 2026, buying an estimated $691K and bringing the position to 19,450 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1483.
Mercer Global Advisors first reported a position in MGEE in Q1 2019 and has held it in 30 quarters since. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.
- Mercer Global Advisors held 19,450 shares of MGE Energy Inc worth $1.59M as of Q2 2026.
- Mercer Global Advisors bought 8,920 MGE Energy Inc shares in Q2 2026, an estimated $691K.
- MGE Energy Inc made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1483 holding.
- Mercer Global Advisors first reported a position in MGE Energy Inc in Q1 2019 and has held it in 30 quarters since.
- 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.
Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.