Nisa Investment Advisors
MGEE icon

Nisa Investment Advisors’s MGE Energy Inc MGEE Stock Holding History

Nisa Investment 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 		$153K Sell
1,981
-390
-16% -$30.7K ﹤0.01% 1298
2025
Q4 		$186K Sell
2,371
-169
-7% -$13.9K ﹤0.01% 1248
2025
Q3 		$214K Buy
2,540
+118
+5% +$10.1K ﹤0.01% 1229
2025
Q2 		$214K Sell
2,422
-86
-3% -$7.74K ﹤0.01% 1201
2025
Q1 		$233K Buy
2,508
+279
+13% +$25.4K ﹤0.01% 1191
2024
Q4 		$209K Hold
2,229
– – ﹤0.01% 1288
2024
Q3 		$204K Sell
2,229
-337
-13% -$28.8K ﹤0.01% 1276
2024
Q2 		$192K Buy
2,566
+212
+9% +$16.6K ﹤0.01% 1318
2024
Q1 		$185K Sell
2,354
-5,564
-70% -$390K ﹤0.01% 1319
2023
Q4 		$573K Hold
7,918
– – ﹤0.01% 1012
2023
Q3 		$542K Hold
7,918
– – ﹤0.01% 1043
2023
Q2 		$626K Sell
7,918
-530
-6% -$40.7K ﹤0.01% 1010
2023
Q1 		$656K Buy
8,448
+6,320
+297% +$458K 0.01% 977
2022
Q4 		$150K Buy
2,128
+200
+10% +$13.7K ﹤0.01% 1430
2022
Q3 		$127K Sell
1,928
-72
-4% -$5.64K ﹤0.01% 1406
2022
Q2 		$156K Sell
2,000
-541
-21% -$43.1K ﹤0.01% 1373
2022
Q1 		$203K Buy
2,541
+641
+34% +$48.7K ﹤0.01% 1373
2021
Q4 		$147K Sell
1,900
-3,200
-63% -$246K ﹤0.01% 1371
2021
Q3 		$375 Hold
5,100
– – ﹤0.01% 1207
2021
Q2 		$380 Sell
5,100
-18,900
-79% -$1.41M ﹤0.01% 1206
2021
Q1 		$1.71K Sell
24,000
-1,450
-6% -$97.7K 0.01% 762
2020
Q4 		$1.78M Sell
25,450
-300
-1% -$20.7K 0.01% 726
2020
Q3 		$1.61M Sell
25,750
-2,750
-10% -$178K 0.01% 657
2020
Q2 		$1.84M Sell
28,500
-1,500
-5% -$97.9K 0.02% 607
2020
Q1 		$1.96M Buy
30,000
+3,550
+13% +$265K 0.02% 537
2019
Q4 		$2.08M Buy
26,450
+4,500
+21% +$347K 0.02% 626
2019
Q3 		$1.75M Buy
21,950
+4,700
+27% +$352K 0.02% 693
2019
Q2 		$1.26M Hold
17,250
– – 0.01% 778
2019
Q1 		$1.17M Buy
17,250
+1,000
+6% +$63.6K 0.01% 800
2018
Q4 		$974K Hold
16,250
– – 0.01% 799
2018
Q3 		$1.04M Sell
16,250
-510
-3% -$33.1K 0.01% 888
2018
Q2 		$1.06M Hold
16,760
– – 0.01% 827
2018
Q1 		$937K Hold
16,760
– – 0.01% 838
2017
Q4 		$1.06M Sell
16,760
-3,600
-18% -$234K 0.01% 814
2017
Q3 		$1.31M Sell
20,360
-5,000
-20% -$324K 0.01% 732
2017
Q2 		$1.64M Hold
25,360
– – 0.02% 655
2017
Q1 		$1.65M Sell
25,360
-690
-3% -$43.6K 0.02% 670
2016
Q4 		$1.7M Buy
26,050
+3,600
+16% +$215K 0.02% 658
2016
Q3 		$1.27M Buy
22,450
+5,000
+29% +$282K 0.02% 713
2016
Q2 		$986K Hold
17,450
– – 0.01% 770
2016
Q1 		$912K Hold
17,450
– – 0.01% 788
2015
Q4 		$810K Sell
17,450
-300
-2% -$12.9K 0.01% 808
2015
Q3 		$731K Hold
17,750
– – 0.01% 838
2015
Q2 		$687K Sell
17,750
-1,500
-8% -$60.8K 0.01% 913
2015
Q1 		$853K Buy
19,250
+1,800
+10% +$79.9K 0.01% 855
2014
Q4 		$796K Sell
17,450
-600
-3% -$26K 0.01% 865
2014
Q3 		$673K Hold
18,050
– – 0.01% 915
2014
Q2 		$713K Hold
18,050
– – 0.01% 925
2014
Q1 		$708K Buy
18,050
+5,000
+38% +$191K 0.01% 924
2013
Q4 		$502K Sell
13,050
-7,500
-36% -$278K 0.01% 1023
2013
Q3 		$747K Sell
20,550
-1,800
-8% -$67.2K 0.01% 875
2013
Q2 		$816K Buy
+22,350
New +$818K 0.01% 835

Other funds holding MGEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Nisa Investment Advisors's MGEE Position: Q1 2026 in Review

Nisa Investment Advisors reduced its MGE Energy Inc (MGEE) stake by 16% in Q1 2026, selling an estimated $30.7K and leaving 1,981 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

Nisa Investment Advisors first reported a position in MGEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.08M in Q4 2019. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

  • Nisa Investment Advisors held 1,981 shares of MGE Energy Inc worth $153K as of Q1 2026.
  • Nisa Investment Advisors sold 390 MGE Energy Inc shares in Q1 2026, an estimated $30.7K.
  • MGE Energy Inc made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #1298 holding.
  • Nisa Investment Advisors first reported a position in MGE Energy Inc in Q2 2013 and has held it in 52 quarters since.
  • Nisa Investment Advisors's MGE Energy Inc position peaked at $2.08M in Q4 2019.
  • 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.