PS
MGEE icon

Principal Securities’s MGE Energy Inc MGEE Stock Holding History

Principal Securities’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
-139
Closed -$11.7K – 2653
2025
Q3 		$11.7K Hold
139
– – ﹤0.01% 2653
2025
Q2 		$12.3K Sell
139
-44
-24% -$3.96K ﹤0.01% 2536
2025
Q1 		$17.2K Hold
183
– – ﹤0.01% 2285
2024
Q4 		$17.2K Hold
183
– – ﹤0.01% 2282
2024
Q3 		$16.7K Sell
183
-14
-7% -$1.2K ﹤0.01% 2210
2024
Q2 		$14.7K Hold
197
– – ﹤0.01% 2213
2024
Q1 		$15.5K Buy
197
+93
+89% +$6.52K ﹤0.01% 2136
2023
Q4 		$7.52K Buy
+104
New +$7.53K ﹤0.01% 2381

Other funds holding MGEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Securities's MGEE Position: Q4 2025 in Review

Principal Securities sold out of MGE Energy Inc (MGEE) in Q4 2025, closing a stake of 139 shares — an estimated $11.7K sold.

Principal Securities first reported a position in MGEE in Q4 2023 and held it in 8 quarters. The position peaked at $17.2K in Q1 2025. 313 funds tracked by Wall St. Rank hold MGEE as of Q4 2025.

  • Principal Securities reported no remaining MGE Energy Inc position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 139 MGE Energy Inc shares in Q4 2025, an estimated $11.7K.
  • Principal Securities first reported a position in MGE Energy Inc in Q4 2023 and held it in 8 quarters.
  • Principal Securities's MGE Energy Inc position peaked at $17.2K in Q1 2025.
  • 313 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.