Monetary Management Group’s MGE Energy Inc MGEE Stock Holding History

Monetary Management 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
2026 Q1	$23.2K	Hold	300	–	–	0.01%	298
2025 Q4	$23.5K	Hold	300	–	–	0.01%	294
2025 Q3	$25.3K	Hold	300	–	–	0.01%	295
2025 Q2	$26.5K	Hold	300	–	–	0.01%	291
2025 Q1	$27.9K	Hold	300	–	–	0.01%	285
2024 Q4	$28.2K	Hold	300	–	–	0.01%	283
2024 Q3	$27.4K	Hold	300	–	–	0.01%	290
2024 Q2	$22.4K	Hold	300	–	–	0.01%	294
2024 Q1	$23.6K	Hold	300	–	–	0.01%	290
2023 Q4	$21.7K	Hold	300	–	–	0.01%	290
2023 Q3	$20.6K	Hold	300	–	–	0.01%	291
2023 Q2	$23.7K	Hold	300	–	–	0.01%	289
2023 Q1	$23.3K	Hold	300	–	–	0.01%	292
2022 Q4	$21.1K	Hold	300	–	–	0.01%	300
2022 Q3	$20K	Hold	300	–	–	0.01%	304
2022 Q2	$23K	Hold	300	–	–	0.01%	298
2022 Q1	$24K	Hold	300	–	–	0.01%	308
2021 Q4	$25K	Hold	300	–	–	0.01%	313
2021 Q3	$22K	Hold	300	–	–	0.01%	305
2021 Q2	$22K	Hold	300	–	–	0.01%	285
2021 Q1	$21K	Hold	300	–	–	0.01%	284
2020 Q4	$21K	Hold	300	–	–	0.01%	275
2020 Q3	$19K	Hold	300	–	–	0.01%	259
2020 Q2	$19K	Hold	300	–	–	0.01%	255
2020 Q1	$20K	Hold	300	–	–	0.01%	231
2019 Q4	$24K	Sell	300 -200	-40%	-$15.4K	0.01%	254
2019 Q3	$40K	Hold	500	–	–	0.02%	235
2019 Q2	$37K	Hold	500	–	–	0.01%	242
2019 Q1	$34K	Hold	500	–	–	0.01%	244
2018 Q4	$30K	Hold	500	–	–	0.01%	244
2018 Q3	$32K	Hold	500	–	–	0.01%	253
2018 Q2	$32K	Hold	500	–	–	0.01%	256
2018 Q1	$28K	Hold	500	–	–	0.01%	258
2017 Q4	$32K	Hold	500	–	–	0.01%	252
2017 Q3	$32K	Sell	500 -400	-44%	-$25.9K	0.01%	244
2017 Q2	$58K	Hold	900	–	–	0.02%	220
2017 Q1	$58K	Hold	900	–	–	0.03%	214
2016 Q4	$59K	Hold	900	–	–	0.03%	213
2016 Q3	$51K	Hold	900	–	–	0.02%	219
2016 Q2	$51K	Hold	900	–	–	0.02%	220
2016 Q1	$47K	Hold	900	–	–	0.02%	224
2015 Q4	$42K	Hold	900	–	–	0.02%	236
2015 Q3	$37K	Hold	900	–	–	0.02%	248
2015 Q2	$35K	Hold	900	–	–	0.02%	273
2015 Q1	$40K	Hold	900	–	–	0.02%	278
2014 Q4	$41K	Hold	900	–	–	0.02%	277
2014 Q3	$34K	Hold	900	–	–	0.02%	290
2014 Q2	$36K	Hold	900	–	–	0.02%	283
2014 Q1	$35K	Hold	900	–	–	0.02%	243
2013 Q4	$35K	Buy	+900	New	+$33.3K	0.02%	255

Other funds holding MGEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Monetary Management Group's MGEE Position: Q1 2026 in Review

Monetary Management Group held its MGE Energy Inc (MGEE) position steady in Q1 2026 at 300 shares worth $23.2K. The position accounts for 0.01% of the portfolio, ranked #298.

Monetary Management Group first reported a position in MGEE in Q4 2013 and has held it in 50 quarters since. The position peaked at $59K in Q4 2016. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

Monetary Management Group held 300 shares of MGE Energy Inc worth $23.2K as of Q1 2026.
Monetary Management Group left its MGE Energy Inc share count unchanged in Q1 2026.
MGE Energy Inc made up 0.01% of Monetary Management Group's portfolio in Q1 2026, its #298 holding.
Monetary Management Group first reported a position in MGE Energy Inc in Q4 2013 and has held it in 50 quarters since.
Monetary Management Group's MGE Energy Inc position peaked at $59K in Q4 2016.
317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.