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

Perritt 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
2025 Q4	–	Sell	-808	Closed	-$68K	–	213
2025 Q3	$68K	Buy	808 +500	+162%	+$42.7K	0.03%	191
2025 Q2	$27.2K	Hold	308	–	–	0.01%	232
2025 Q1	$28.6K	Hold	308	–	–	0.02%	233
2024 Q4	$28.9K	Buy	308 +1	+0.3%	+$97	0.02%	233
2024 Q3	$28K	Buy	307 +2	+0.7%	+$171	0.01%	235
2024 Q2	$22.8K	Buy	305 +2	+0.7%	+$156	0.01%	251
2024 Q1	$23.9K	Buy	303 +2	+0.7%	+$140	0.01%	250
2023 Q4	$21.8K	Buy	301 +1	+0.3%	+$72	0.01%	251
2023 Q3	$20.6K	Hold	300	–	–	0.01%	245
2023 Q2	$23.7K	Hold	300	–	–	0.01%	247
2023 Q1	$23.3K	Hold	300	–	–	0.01%	246
2022 Q4	$21.1K	Buy	+300	New	+$20.6K	0.01%	254

Other funds holding MGEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Perritt Capital Management's MGEE Position: Q4 2025 in Review

Perritt Capital Management sold out of MGE Energy Inc (MGEE) in Q4 2025, closing a stake of 808 shares — an estimated $68K sold.

Perritt Capital Management first reported a position in MGEE in Q4 2022 and held it in 12 quarters. The position peaked at $68K in Q3 2025. 313 funds tracked by Wall St. Rank hold MGEE as of Q4 2025.

Perritt Capital Management reported no remaining MGE Energy Inc position as of Q4 2025 after selling out during the quarter.
Perritt Capital Management sold 808 MGE Energy Inc shares in Q4 2025, an estimated $68K.
Perritt Capital Management first reported a position in MGE Energy Inc in Q4 2022 and held it in 12 quarters.
Perritt Capital Management's MGE Energy Inc position peaked at $68K in Q3 2025.
313 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2025.

Based on Perritt Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.