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Morningstar Investment Management’s MGE Energy Inc MGEE Stock Holding History

Morningstar Investment 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
Q2 		$221K Hold
2,854
– – 0.01% 314
2026
Q1 		$221K Sell
2,854
-1,777
-38% -$140K 0.01% 312
2025
Q4 		$363K Hold
4,631
– – 0.02% 299
2025
Q3 		$390K Buy
+4,631
New +$395K 0.01% 445

Other funds holding MGEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Morningstar Investment Management's MGEE Position: Q2 2026 in Review

Morningstar Investment Management held its MGE Energy Inc (MGEE) position steady in Q2 2026 at 2,854 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #314.

Morningstar Investment Management first reported a position in MGEE in Q3 2025 and has held it in 4 quarters since. The position peaked at $390K in Q3 2025. 92 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Morningstar Investment Management held 2,854 shares of MGE Energy Inc worth $221K as of Q2 2026.
  • Morningstar Investment Management left its MGE Energy Inc share count unchanged in Q2 2026.
  • MGE Energy Inc made up 0.01% of Morningstar Investment Management's portfolio in Q2 2026, its #314 holding.
  • Morningstar Investment Management first reported a position in MGE Energy Inc in Q3 2025 and has held it in 4 quarters since.
  • Morningstar Investment Management's MGE Energy Inc position peaked at $390K in Q3 2025.
  • 92 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.