Mutual of America Capital Management’s MGE Energy Inc MGEE Stock Holding History

Mutual of America Capital 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	$352K	Buy	4,323 +141	+3%	+$10.9K	﹤0.01%	1246
2026 Q1	$323K	Buy	4,182 +5	+0.1%	+$394	﹤0.01%	1184
2025 Q4	$328K	Buy	4,177 +84	+2%	+$6.9K	﹤0.01%	1175
2025 Q3	$345K	Sell	4,093 -601	-13%	-$51.3K	﹤0.01%	1148
2025 Q2	$415K	Sell	4,694 -579	-11%	-$52.1K	﹤0.01%	1126
2025 Q1	$490K	Sell	5,273 -212	-4%	-$19.3K	0.01%	1107
2024 Q4	$515K	Buy	5,485 +44	+0.8%	+$4.25K	0.01%	1115
2024 Q3	$498K	Sell	5,441 -506	-9%	-$43.3K	0.01%	1150
2024 Q2	$444K	Sell	5,947 -282	-5%	-$22K	﹤0.01%	1166
2024 Q1	$490K	Buy	+6,229	New	+$436K	0.01%	1156

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

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Mutual of America Capital Management's MGEE Position: Q2 2026 in Review

Mutual of America Capital Management increased its MGE Energy Inc (MGEE) stake by 3.4% in Q2 2026, buying an estimated $10.9K and bringing the position to 4,323 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

Mutual of America Capital Management first reported a position in MGEE in Q1 2024 and has held it in 10 quarters since. The position peaked at $515K in Q4 2024. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

Mutual of America Capital Management held 4,323 shares of MGE Energy Inc worth $352K as of Q2 2026.
Mutual of America Capital Management bought 141 MGE Energy Inc shares in Q2 2026, an estimated $10.9K.
MGE Energy Inc made up ﹤0.01% of Mutual of America Capital Management's portfolio in Q2 2026, its #1246 holding.
Mutual of America Capital Management first reported a position in MGE Energy Inc in Q1 2024 and has held it in 10 quarters since.
Mutual of America Capital Management's MGE Energy Inc position peaked at $515K in Q4 2024.
337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Mutual of America Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.