Mutual Advisors’s MGE Energy Inc MGEE Stock Holding History

Mutual 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	–	Sell	-2,756	Closed	-$216K	–	1374
2025 Q4	$216K	Buy	+2,756	New	+$227K	﹤0.01%	1227

Other funds holding MGEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Mutual Advisors's MGEE Position: Q1 2026 in Review

Mutual Advisors sold out of MGE Energy Inc (MGEE) in Q1 2026, closing a stake of 2,756 shares — an estimated $216K sold.

Mutual Advisors first reported a position in MGEE in Q4 2025 and held it in 1 quarter. The position peaked at $216K in Q4 2025. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

Mutual Advisors reported no remaining MGE Energy Inc position as of Q1 2026 after selling out during the quarter.
Mutual Advisors sold 2,756 MGE Energy Inc shares in Q1 2026, an estimated $216K.
Mutual Advisors first reported a position in MGE Energy Inc in Q4 2025 and held it in 1 quarter.
Mutual Advisors's MGE Energy Inc position peaked at $216K in Q4 2025.
317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.