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Salomon & Ludwin’s MGE Energy Inc MGEE Stock Holding History

Salomon & Ludwin’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 		$33K Buy
407
+349
+602% +$27K ﹤0.01% 792
2026
Q1 		$4.57K Sell
58
-165
-74% -$13K ﹤0.01% 1786
2025
Q4 		$17.3K Sell
223
-58
-21% -$4.77K ﹤0.01% 1022
2025
Q3 		$23.2K Buy
+281
New +$24K ﹤0.01% 724

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

Salomon & Ludwin's MGEE Position: Q2 2026 in Review

Salomon & Ludwin increased its MGE Energy Inc (MGEE) stake by 602% in Q2 2026, buying an estimated $27K and bringing the position to 407 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

Salomon & Ludwin first reported a position in MGEE in Q3 2025 and has held it in 4 quarters since. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Salomon & Ludwin held 407 shares of MGE Energy Inc worth $33K as of Q2 2026.
  • Salomon & Ludwin bought 349 MGE Energy Inc shares in Q2 2026, an estimated $27K.
  • MGE Energy Inc made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #792 holding.
  • Salomon & Ludwin first reported a position in MGE Energy Inc in Q3 2025 and has held it in 4 quarters since.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.