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North Star Asset Management’s MGE Energy Inc MGEE Stock Holding History

North Star Asset 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 		$432K Sell
5,292
-1,014
-16% -$78.6K 0.02% 265
2026
Q1 		$487K Buy
6,306
+22
+0.4% +$1.73K 0.02% 251
2025
Q4 		$493K Buy
6,284
+20
+0.3% +$1.64K 0.02% 241
2025
Q3 		$527K Buy
6,264
+19
+0.3% +$1.62K 0.02% 229
2025
Q2 		$552K Buy
6,245
+3,414
+121% +$307K 0.02% 220
2025
Q1 		$263K Hold
2,831
– – 0.01% 268
2024
Q4 		$266K Sell
2,831
-315
-10% -$30.4K 0.01% 275
2024
Q3 		$288K Hold
3,146
– – 0.01% 265
2024
Q2 		$235K Hold
3,146
– – 0.01% 279
2024
Q1 		$248K Hold
3,146
– – 0.01% 276
2023
Q4 		$227K Buy
+3,146
New +$228K 0.01% 276
2023
Q3 		– Sell
-2,831
Closed -$224K – 302
2023
Q2 		$224K Hold
2,831
– – 0.01% 270
2023
Q1 		$220K Buy
+2,831
New +$205K 0.01% 275
2022
Q3 		– Sell
-2,831
Closed -$220K – 300
2022
Q2 		$220K Hold
2,831
– – 0.01% 268
2022
Q1 		$226K Buy
2,831
+42
+2% +$3.19K 0.01% 284
2021
Q4 		$229K Hold
2,789
– – 0.01% 287
2021
Q3 		$205K Hold
2,789
– – 0.01% 291
2021
Q2 		$208K Buy
+2,789
New +$208K 0.01% 295

Other funds holding MGEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
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
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

North Star Asset Management's MGEE Position: Q2 2026 in Review

North Star Asset Management reduced its MGE Energy Inc (MGEE) stake by 16% in Q2 2026, selling an estimated $78.6K and leaving 5,292 shares worth $432K. The position accounts for 0.02% of the portfolio, ranked #265.

North Star Asset Management first reported a position in MGEE in Q2 2021 and has held it in 18 quarters since. The position peaked at $552K in Q2 2025. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • North Star Asset Management held 5,292 shares of MGE Energy Inc worth $432K as of Q2 2026.
  • North Star Asset Management sold 1,014 MGE Energy Inc shares in Q2 2026, an estimated $78.6K.
  • MGE Energy Inc made up 0.02% of North Star Asset Management's portfolio in Q2 2026, its #265 holding.
  • North Star Asset Management first reported a position in MGE Energy Inc in Q2 2021 and has held it in 18 quarters since.
  • North Star Asset Management's MGE Energy Inc position peaked at $552K in Q2 2025.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on North Star Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.