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Oarsman Capital’s MGE Energy Inc MGEE Stock Holding History

Oarsman Capital’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 		$278K Sell
3,405
-1,122
-25% -$86.9K 0.03% 198
2026
Q1 		$350K Buy
4,527
+1
+0% +$79 0.04% 165
2025
Q4 		$355K Hold
4,526
– – 0.05% 164
2025
Q3 		$381K Buy
4,526
+1
+0% +$85 0.05% 155
2025
Q2 		$400K Buy
4,525
+70
+2% +$6.3K 0.06% 160
2025
Q1 		$414K Sell
4,455
-250
-5% -$22.7K 0.07% 150
2024
Q4 		$442K Hold
4,705
– – 0.08% 139
2024
Q3 		$430K Hold
4,705
– – 0.08% 143
2024
Q2 		$352K Hold
4,705
– – 0.08% 159
2024
Q1 		$370K Sell
4,705
-983
-17% -$68.9K 0.09% 150
2023
Q4 		$411K Sell
5,688
-505
-8% -$36.5K 0.11% 141
2023
Q3 		$424K Hold
6,193
– – 0.18% 112
2023
Q2 		$490K Hold
6,193
– – 0.21% 103
2023
Q1 		$481K Sell
6,193
-190
-3% -$13.8K 0.22% 97
2022
Q4 		$449K Hold
6,383
– – 0.23% 94
2022
Q3 		$419K Buy
6,383
+170
+3% +$13.3K 0.22% 98
2022
Q2 		$484K Sell
6,213
-3,000
-33% -$239K 0.24% 96
2022
Q1 		$735K Buy
9,213
+3,000
+48% +$228K 0.29% 93
2021
Q4 		$511K Sell
6,213
-2,477
-29% -$190K 0.2% 114
2021
Q3 		$639K Sell
8,690
-100
-1% -$7.83K 0.26% 103
2021
Q2 		$654K Hold
8,790
– – 0.26% 104
2021
Q1 		$628K Sell
8,790
-577
-6% -$38.9K 0.27% 102
2020
Q4 		$656K Sell
9,367
-1,284
-12% -$88.6K 0.25% 100
2020
Q3 		$667K Sell
10,651
-62
-0.6% -$4.02K 0.3% 81
2020
Q2 		$691K Buy
10,713
+936
+10% +$61.1K 0.34% 76
2020
Q1 		$640K Sell
9,777
-1,673
-15% -$125K 0.59% 52
2019
Q4 		$903K Sell
11,450
-17,492
-60% -$1.35M 0.41% 69
2019
Q3 		$2.31M Sell
28,942
-239
-0.8% -$17.9K 1.1% 28
2019
Q2 		$2.13M Sell
29,181
-25
-0.1% -$1.72K 0.97% 33
2019
Q1 		$1.99M Sell
29,206
-150
-0.5% -$9.55K 0.94% 35
2018
Q4 		$1.76M Sell
29,356
-941
-3% -$60K 0.9% 37
2018
Q3 		$1.93M Sell
30,297
-1,315
-4% -$85.3K 0.78% 44
2018
Q2 		$1.99M Sell
31,612
-70
-0.2% -$4.08K 0.91% 39
2018
Q1 		$1.78M Sell
31,682
-200
-0.6% -$11.4K 0.81% 41
2017
Q4 		$2.01M Sell
31,882
-775
-2% -$50.4K 0.87% 36
2017
Q3 		$2.11M Buy
32,657
+205
+0.6% +$13.3K 0.89% 36
2017
Q2 		$2.09M Sell
32,452
-725
-2% -$47.3K 0.95% 33
2017
Q1 		$2.16M Buy
33,177
+26,410
+390% +$1.67M 1% 33
2016
Q4 		$442K Sell
6,767
-29,766
-81% -$1.78M 0.28% 98
2016
Q3 		$2.06M Buy
36,533
+25
+0.1% +$1.41K 1.05% 30
2016
Q2 		$2.06M Sell
36,508
-300
-0.8% -$15.5K 1.07% 29
2016
Q1 		$1.92M Sell
36,808
-822
-2% -$40.5K 1.02% 31
2015
Q4 		$1.75M Sell
37,630
-905
-2% -$38.8K 0.98% 31
2015
Q3 		$1.59M Buy
38,535
+260
+0.7% +$10.3K 0.94% 34
2015
Q2 		$1.48M Buy
38,275
+865
+2% +$35.1K 1.01% 31
2015
Q1 		$1.66M Buy
37,410
+1,288
+4% +$57.1K 1.15% 24
2014
Q4 		$1.65M Sell
36,122
-650
-2% -$28.2K 1.19% 21
2014
Q3 		$1.37M Sell
36,772
-500
-1% -$19.5K 1.01% 30
2014
Q2 		$1.47M Buy
37,272
+2,630
+8% +$100K 1.07% 26
2014
Q1 		$1.36M Buy
34,642
+46
+0.1% +$1.76K 1.05% 26
2013
Q4 		$1.33M Buy
34,596
+225
+0.7% +$8.34K 1.07% 27
2013
Q3 		$1.25M Buy
34,371
+3,240
+10% +$121K 1.09% 26
2013
Q2 		$1.14M Buy
+31,131
New +$1.14M 1.08% 30

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

Oarsman Capital's MGEE Position: Q2 2026 in Review

Oarsman Capital reduced its MGE Energy Inc (MGEE) stake by 25% in Q2 2026, selling an estimated $86.9K and leaving 3,405 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #198.

Oarsman Capital first reported a position in MGEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.31M in Q3 2019. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Oarsman Capital held 3,405 shares of MGE Energy Inc worth $278K as of Q2 2026.
  • Oarsman Capital sold 1,122 MGE Energy Inc shares in Q2 2026, an estimated $86.9K.
  • MGE Energy Inc made up 0.03% of Oarsman Capital's portfolio in Q2 2026, its #198 holding.
  • Oarsman Capital first reported a position in MGE Energy Inc in Q2 2013 and has held it in 53 quarters since.
  • Oarsman Capital's MGE Energy Inc position peaked at $2.31M in Q3 2019.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.