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Occudo Quantitative Strategies’s MGE Energy Inc MGEE Stock Holding History

Occudo Quantitative Strategies’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 		$2.11M Buy
25,875
+7,573
+41% +$587K 0.11% 260
2026
Q1 		$1.47M Buy
18,302
+7,925
+76% +$624K 0.08% 332
2025
Q4 		$814K Sell
10,377
-1,206
-10% -$99.1K 0.05% 341
2025
Q3 		$975K Buy
11,583
+90
+0.8% +$7.68K 0.12% 243
2025
Q2 		$1.02M Sell
11,493
-816
-7% -$73.5K 0.11% 232
2025
Q1 		$1.14M Buy
12,309
+10,063
+448% +$916K 0.15% 193
2024
Q4 		$211K Buy
+2,246
New +$217K 0.04% 564
2024
Q1 		– Sell
-3,626
Closed -$262K – 924
2023
Q4 		$262K Buy
+3,626
New +$262K 0.04% 571

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

Occudo Quantitative Strategies's MGEE Position: Q2 2026 in Review

Occudo Quantitative Strategies increased its MGE Energy Inc (MGEE) stake by 41% in Q2 2026, buying an estimated $587K and bringing the position to 25,875 shares worth $2.11M. The position accounts for 0.11% of the portfolio, ranked #260.

Occudo Quantitative Strategies first reported a position in MGEE in Q4 2023 and has held it in 8 quarters since. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Occudo Quantitative Strategies held 25,875 shares of MGE Energy Inc worth $2.11M as of Q2 2026.
  • Occudo Quantitative Strategies bought 7,573 MGE Energy Inc shares in Q2 2026, an estimated $587K.
  • MGE Energy Inc made up 0.11% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #260 holding.
  • Occudo Quantitative Strategies first reported a position in MGE Energy Inc in Q4 2023 and has held it in 8 quarters since.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.