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Royce & Associates’s MGE Energy Inc MGEE Stock Holding History

Royce & Associates’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
-21,552
Closed -$1.67M – 804
2026
Q1 		$1.67M Sell
21,552
-3,325
-13% -$262K 0.02% 603
2025
Q4 		$1.95M Sell
24,877
-311
-1% -$25.6K 0.02% 594
2025
Q3 		$2.12M Buy
25,188
+266
+1% +$22.7K 0.02% 586
2025
Q2 		$2.2M Buy
24,922
+3,518
+16% +$317K 0.02% 585
2025
Q1 		$1.99M Buy
21,404
+5,123
+31% +$466K 0.02% 588
2024
Q4 		$1.53M Buy
16,281
+4,613
+40% +$446K 0.01% 664
2024
Q3 		$1.07M Buy
11,668
+7,099
+155% +$607K 0.01% 723
2024
Q2 		$341K Buy
+4,569
New +$357K ﹤0.01% 817
2018
Q3 		– Sell
-395
Closed -$25K – 1200
2018
Q2 		$25K Buy
395
+158
+67% +$9.21K ﹤0.01% 1102
2018
Q1 		$13K Buy
237
+18
+8% +$1.02K ﹤0.01% 1137
2017
Q4 		$14K Buy
219
+27
+14% +$1.76K ﹤0.01% 1125
2017
Q3 		$12K Buy
+192
New +$12.4K ﹤0.01% 1131

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

Royce & Associates's MGEE Position: Q2 2026 in Review

Royce & Associates sold out of MGE Energy Inc (MGEE) in Q2 2026, closing a stake of 21,552 shares — an estimated $1.67M sold.

Royce & Associates first reported a position in MGEE in Q3 2017 and held it in 12 quarters. The position peaked at $2.2M in Q2 2025. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Royce & Associates reported no remaining MGE Energy Inc position as of Q2 2026 after selling out during the quarter.
  • Royce & Associates sold 21,552 MGE Energy Inc shares in Q2 2026, an estimated $1.67M.
  • Royce & Associates first reported a position in MGE Energy Inc in Q3 2017 and held it in 12 quarters.
  • Royce & Associates's MGE Energy Inc position peaked at $2.2M in Q2 2025.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Royce & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.