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Rothschild Investment LLC’s MGE Energy Inc MGEE Stock Holding History

Rothschild Investment LLC’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 		$17.4K Buy
213
+149
+233% +$11.5K ﹤0.01% 1596
2026
Q1 		$4.95K Buy
64
+45
+237% +$3.54K ﹤0.01% 2052
2025
Q4 		$1.49K Buy
19
+13
+217% +$1.07K ﹤0.01% 2513
2025
Q3 		$505 Sell
6
-49
-89% -$4.18K ﹤0.01% 2823
2025
Q2 		$4.86K Buy
55
+30
+120% +$2.7K ﹤0.01% 1526
2025
Q1 		$2.32K Hold
25
– – ﹤0.01% 1799
2024
Q4 		$2.35K Buy
25
+5
+25% +$483 ﹤0.01% 1714
2024
Q3 		$1.83K Buy
20
+5
+33% +$427 ﹤0.01% 1776
2024
Q2 		$1.12K Buy
15
+10
+200% +$781 ﹤0.01% 1601
2024
Q1 		$394 Buy
+5
New +$350 ﹤0.01% 1450

Other funds holding MGEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
STCG
Speece Thorson Capital Group Minnetonka, Minnesota $468M AUM 19.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rothschild Investment LLC's MGEE Position: Q2 2026 in Review

Rothschild Investment LLC increased its MGE Energy Inc (MGEE) stake by 233% in Q2 2026, buying an estimated $11.5K and bringing the position to 213 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1596.

Rothschild Investment LLC first reported a position in MGEE in Q1 2024 and has held it in 10 quarters since. 143 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Rothschild Investment LLC held 213 shares of MGE Energy Inc worth $17.4K as of Q2 2026.
  • Rothschild Investment LLC bought 149 MGE Energy Inc shares in Q2 2026, an estimated $11.5K.
  • MGE Energy Inc made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1596 holding.
  • Rothschild Investment LLC first reported a position in MGE Energy Inc in Q1 2024 and has held it in 10 quarters since.
  • 143 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.