NP
MGEE icon

NorthRock Partners’s MGE Energy Inc MGEE Stock Holding History

NorthRock Partners’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 		$764K Sell
9,369
-1,528
-14% -$118K 0.01% 355
2026
Q1 		$842K Hold
10,897
– – 0.01% 332
2025
Q4 		$855K Sell
10,897
-253
-2% -$20.8K 0.01% 297
2025
Q3 		$939K Sell
11,150
-19
-0.2% -$1.62K 0.02% 364
2025
Q2 		$988K Sell
11,169
-1
-0% -$90 0.03% 245
2025
Q1 		$1.04M Sell
11,170
-2
-0% -$182 0.03% 200
2024
Q4 		$1.05M Buy
11,172
+5,353
+92% +$517K 0.03% 197
2024
Q3 		$532K Buy
5,819
+33
+0.6% +$2.82K 0.02% 354
2024
Q2 		$432K Hold
5,786
– – 0.02% 378
2024
Q1 		$455K Sell
5,786
-5,182
-47% -$363K 0.02% 381
2023
Q4 		$793K Buy
10,968
+408
+4% +$29.5K 0.03% 226
2023
Q3 		$723K Buy
10,560
+7,860
+291% +$596K 0.08% 121
2023
Q2 		$214K Sell
2,700
-451
-14% -$34.6K 0.02% 280
2023
Q1 		$245K Buy
3,151
+54
+2% +$3.91K 0.03% 266
2022
Q4 		$218K Buy
3,097
+3
+0.1% +$206 0.02% 312
2022
Q3 		$203K Sell
3,094
-2,997
-49% -$235K 0.02% 286
2022
Q2 		$474K Buy
6,091
+3
+0% +$239 0.05% 161
2022
Q1 		$486K Buy
+6,088
New +$463K 0.04% 174
2021
Q2 		– Sell
-2,955
Closed -$211K – 265
2021
Q1 		$211K Buy
2,955
+8
+0.3% +$539 0.02% 214
2020
Q4 		$206K Buy
+2,947
New +$203K 0.02% 209
2020
Q3 		– Sell
-3,100
Closed -$200K – 232
2020
Q2 		$200K Buy
3,100
+10
+0.3% +$653 0.02% 200
2020
Q1 		$202K Sell
3,090
-221
-7% -$16.5K 0.03% 187
2019
Q4 		$261K Buy
+3,311
New +$255K 0.03% 225

Other funds holding MGEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
STCG
Speece Thorson Capital Group Minnetonka, Minnesota $468M AUM 19.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

NorthRock Partners's MGEE Position: Q2 2026 in Review

NorthRock Partners reduced its MGE Energy Inc (MGEE) stake by 14% in Q2 2026, selling an estimated $118K and leaving 9,369 shares worth $764K. The position accounts for 0.01% of the portfolio, ranked #355.

NorthRock Partners first reported a position in MGEE in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.05M in Q4 2024. 221 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • NorthRock Partners held 9,369 shares of MGE Energy Inc worth $764K as of Q2 2026.
  • NorthRock Partners sold 1,528 MGE Energy Inc shares in Q2 2026, an estimated $118K.
  • MGE Energy Inc made up 0.01% of NorthRock Partners's portfolio in Q2 2026, its #355 holding.
  • NorthRock Partners first reported a position in MGE Energy Inc in Q4 2019 and has held it in 23 quarters since.
  • NorthRock Partners's MGE Energy Inc position peaked at $1.05M in Q4 2024.
  • 221 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.