New Age Alpha Advisors’s MGE Energy Inc MGEE Stock Holding History

New Age Alpha 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 Q2	–	Sell	-2,546	Closed	-$197K	–	969
2026 Q1	$197K	Sell	2,546 -62	-2%	-$4.88K	0.01%	622
2025 Q4	$205K	Buy	+2,608	New	+$214K	0.01%	606

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

New Age Alpha Advisors's MGEE Position: Q2 2026 in Review

New Age Alpha Advisors sold out of MGE Energy Inc (MGEE) in Q2 2026, closing a stake of 2,546 shares — an estimated $197K sold.

New Age Alpha Advisors first reported a position in MGEE in Q4 2025 and held it in 2 quarters. The position peaked at $205K in Q4 2025. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

New Age Alpha Advisors reported no remaining MGE Energy Inc position as of Q2 2026 after selling out during the quarter.
New Age Alpha Advisors sold 2,546 MGE Energy Inc shares in Q2 2026, an estimated $197K.
New Age Alpha Advisors first reported a position in MGE Energy Inc in Q4 2025 and held it in 2 quarters.
New Age Alpha Advisors's MGE Energy Inc position peaked at $205K in Q4 2025.
337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.