Mercer Global Advisors
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Mercer Global Advisors’s MGE Energy Inc MGEE Stock Holding History

Mercer Global Advisors’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 		$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

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

Mercer Global Advisors's MGEE Position: Q1 2026 in Review

Mercer Global Advisors reduced its MGE Energy Inc (MGEE) stake by 1.3% in Q1 2026, selling an estimated $10.6K and leaving 10,530 shares worth $814K. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

Mercer Global Advisors first reported a position in MGEE in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.19M in Q3 2025. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

  • Mercer Global Advisors held 10,530 shares of MGE Energy Inc worth $814K as of Q1 2026.
  • Mercer Global Advisors sold 135 MGE Energy Inc shares in Q1 2026, an estimated $10.6K.
  • MGE Energy Inc made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1676 holding.
  • Mercer Global Advisors first reported a position in MGE Energy Inc in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's MGE Energy Inc position peaked at $1.19M in Q3 2025.
  • 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.