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

Poehling 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	–	Sell	-3,128	Closed	-$242K	–	172
2026 Q1	$242K	Hold	3,128	–	–	0.05%	141
2025 Q4	$245K	Buy	3,128 +200	+7%	+$16.4K	0.05%	129
2025 Q3	$246K	Hold	2,928	–	–	0.05%	126
2025 Q2	$259K	Sell	2,928 -1,422	-33%	-$128K	0.06%	120
2025 Q1	$404K	Hold	4,350	–	–	0.1%	99
2024 Q4	$409K	Hold	4,350	–	–	0.1%	101
2024 Q3	$398K	Buy	+4,350	New	+$372K	0.1%	99
2023 Q3	–	Sell	-12,982	Closed	-$1.03M	–	125
2023 Q2	$1.03M	Buy	+12,982	New	+$997K	0.35%	66

Other funds holding MGEE

STCG

Speece Thorson Capital Group Minnetonka, Minnesota $468M AUM 19.67% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

COPPSERS

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

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

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

Poehling Capital Management sold out of MGE Energy Inc (MGEE) in Q2 2026, closing a stake of 3,128 shares — an estimated $242K sold.

Poehling Capital Management first reported a position in MGEE in Q2 2023 and held it in 8 quarters. The position peaked at $1.03M in Q2 2023. 107 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

Poehling Capital Management reported no remaining MGE Energy Inc position as of Q2 2026 after selling out during the quarter.
Poehling Capital Management sold 3,128 MGE Energy Inc shares in Q2 2026, an estimated $242K.
Poehling Capital Management first reported a position in MGE Energy Inc in Q2 2023 and held it in 8 quarters.
Poehling Capital Management's MGE Energy Inc position peaked at $1.03M in Q2 2023.
107 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.