Park Capital Management’s MGE Energy Inc MGEE Stock Holding History

Park Capital 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	$1.16M	Buy	14,238 +759	+6%	+$58.8K	0.68%	34
2026 Q1	$1.04M	Buy	13,479 +20	+0.1%	+$1.57K	1.01%	17
2025 Q4	$1.06M	Sell	13,459 -8	-0.1%	-$658	0.76%	27
2025 Q3	$1.13M	Buy	13,467 +50	+0.4%	+$4.27K	0.91%	18
2025 Q2	$1.19M	Sell	13,417 -4	-0%	-$360	1.1%	14
2025 Q1	$1.25M	Buy	13,421 +17	+0.1%	+$1.55K	1.46%	10
2024 Q4	$1.26M	Buy	+13,404	New	+$1.29M	1.51%	9

Other funds holding MGEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Park Capital Management's MGEE Position: Q2 2026 in Review

Park Capital Management increased its MGE Energy Inc (MGEE) stake by 5.6% in Q2 2026, buying an estimated $58.8K and bringing the position to 14,238 shares worth $1.16M. The position accounts for 0.68% of the portfolio, ranked #34.

Park Capital Management first reported a position in MGEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.26M in Q4 2024. 34 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

Park Capital Management held 14,238 shares of MGE Energy Inc worth $1.16M as of Q2 2026.
Park Capital Management bought 759 MGE Energy Inc shares in Q2 2026, an estimated $58.8K.
MGE Energy Inc made up 0.68% of Park Capital Management's portfolio in Q2 2026, its #34 holding.
Park Capital Management first reported a position in MGE Energy Inc in Q4 2024 and has held it in 7 quarters since.
Park Capital Management's MGE Energy Inc position peaked at $1.26M in Q4 2024.
34 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Park Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.