Principal Financial Group
MGEE icon

Principal Financial Group’s MGE Energy Inc MGEE Stock Holding History

Principal Financial Group’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 		$14.9M Buy
182,427
+4,233
+2% +$328K 0.01% 1190
2026
Q1 		$13.8M Buy
178,194
+3,710
+2% +$292K 0.01% 1140
2025
Q4 		$13.7M Sell
174,484
-2,122
-1% -$174K 0.01% 1111
2025
Q3 		$14.9M Sell
176,606
-18,544
-10% -$1.58M 0.01% 1035
2025
Q2 		$17.3M Sell
195,150
-1,033
-0.5% -$93K 0.01% 922
2025
Q1 		$18.2M Buy
196,183
+4,736
+2% +$431K 0.01% 892
2024
Q4 		$18M Buy
191,447
+7,554
+4% +$730K 0.01% 916
2024
Q3 		$16.8M Sell
183,893
-14,098
-7% -$1.21M 0.01% 944
2024
Q2 		$14.8M Sell
197,991
-6,075
-3% -$474K 0.01% 1045
2024
Q1 		$16.1M Buy
204,066
+199,673
+4,545% +$14M 0.01% 1062
2023
Q4 		$318K Sell
4,393
-221
-5% -$16K ﹤0.01% 2047
2023
Q3 		$316K Buy
4,614
+517
+13% +$39.2K ﹤0.01% 2049
2023
Q2 		$324K Buy
4,097
+1
+0% +$77 ﹤0.01% 2056
2023
Q1 		$318K Buy
4,096
+861
+27% +$62.4K ﹤0.01% 2070
2022
Q4 		$228K Sell
3,235
-1,177
-27% -$80.9K ﹤0.01% 2164
2022
Q3 		$290K Buy
4,412
+911
+26% +$71.4K ﹤0.01% 2089
2022
Q2 		$272K Buy
3,501
+609
+21% +$48.6K ﹤0.01% 2209
2022
Q1 		$231K Sell
2,892
-283
-9% -$21.5K ﹤0.01% 2299
2021
Q4 		$261K Buy
3,175
+100
+3% +$7.68K ﹤0.01% 2286
2021
Q3 		$226K Sell
3,075
-1,129
-27% -$88.4K ﹤0.01% 2398
2021
Q2 		$313K Sell
4,204
-581
-12% -$43.3K ﹤0.01% 2344
2021
Q1 		$342K Buy
4,785
+565
+13% +$38.1K ﹤0.01% 2237
2020
Q4 		$296K Buy
4,220
+750
+22% +$51.7K ﹤0.01% 2242
2020
Q3 		$217K Sell
3,470
-993
-22% -$64.3K ﹤0.01% 2186
2020
Q2 		$288K Buy
4,463
+925
+26% +$60.4K ﹤0.01% 2094
2020
Q1 		$232K Sell
3,538
-494
-12% -$36.8K ﹤0.01% 2032
2019
Q4 		$318K Buy
4,032
+947
+31% +$73K ﹤0.01% 2045
2019
Q3 		$246K Buy
+3,085
New +$231K ﹤0.01% 2095
2018
Q4 		– Sell
-3,249
Closed -$207K – 2281
2018
Q3 		$207K Sell
3,249
-330
-9% -$21.4K ﹤0.01% 2164
2018
Q2 		$226K Sell
3,579
-106
-3% -$6.18K ﹤0.01% 2137
2018
Q1 		$207K Sell
3,685
-224
-6% -$12.8K ﹤0.01% 2100
2017
Q4 		$247K Sell
3,909
-11,902
-75% -$774K ﹤0.01% 2091
2017
Q3 		$1.02M Sell
15,811
-1,942
-11% -$126K ﹤0.01% 1826
2017
Q2 		$1.14M Buy
17,753
+5,566
+46% +$363K ﹤0.01% 1826
2017
Q1 		$792K Sell
12,187
-231
-2% -$14.6K ﹤0.01% 1850
2016
Q4 		$811K Buy
12,418
+4,149
+50% +$248K ﹤0.01% 1847
2016
Q3 		$467K Sell
8,269
-49
-0.6% -$2.76K ﹤0.01% 1871
2016
Q2 		$470K Buy
8,318
+152
+2% +$7.87K ﹤0.01% 1859
2016
Q1 		$427K Buy
8,166
+3,421
+72% +$168K ﹤0.01% 1865
2015
Q4 		$220K Buy
+4,745
New +$203K ﹤0.01% 2029
2015
Q3 		– Sell
-5,326
Closed -$206K – 2205
2015
Q2 		$206K Sell
5,326
-1,990
-27% -$80.7K ﹤0.01% 2037
2015
Q1 		$324K Buy
7,316
+2,295
+46% +$102K ﹤0.01% 1900
2014
Q4 		$229K Sell
5,021
-1,602
-24% -$69.4K ﹤0.01% 2007
2014
Q3 		$247K Hold
6,623
– – ﹤0.01% 1975
2014
Q2 		$262K Sell
6,623
-1,500
-18% -$57.2K ﹤0.01% 2005
2014
Q1 		$319K Sell
8,123
-166
-2% -$6.35K ﹤0.01% 1969
2013
Q4 		$320K Sell
8,289
-155
-2% -$5.74K ﹤0.01% 1980
2013
Q3 		$307K Sell
8,444
-541
-6% -$20.2K ﹤0.01% 1955
2013
Q2 		$328K Buy
+8,985
New +$329K ﹤0.01% 1914

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

Principal Financial Group's MGEE Position: Q2 2026 in Review

Principal Financial Group increased its MGE Energy Inc (MGEE) stake by 2.4% in Q2 2026, buying an estimated $328K and bringing the position to 182,427 shares worth $14.9M. The position accounts for 0.01% of the portfolio, ranked #1190.

Principal Financial Group first reported a position in MGEE in Q2 2013 and has held it in 49 quarters since. The position peaked at $18.2M in Q1 2025. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Principal Financial Group held 182,427 shares of MGE Energy Inc worth $14.9M as of Q2 2026.
  • Principal Financial Group bought 4,233 MGE Energy Inc shares in Q2 2026, an estimated $328K.
  • MGE Energy Inc made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #1190 holding.
  • Principal Financial Group first reported a position in MGE Energy Inc in Q2 2013 and has held it in 49 quarters since.
  • Principal Financial Group's MGE Energy Inc position peaked at $18.2M in Q1 2025.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.