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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Salomon & Ludwin's MGEE Position: Q1 2026 in Review

Salomon & Ludwin reduced its MGE Energy Inc (MGEE) stake by 74% in Q1 2026, selling an estimated $13K and leaving 58 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1786.

Salomon & Ludwin first reported a position in MGEE in Q3 2025 and has held it in 3 quarters since. The position peaked at $23.2K in Q3 2025. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

  • Salomon & Ludwin held 58 shares of MGE Energy Inc worth $4.57K as of Q1 2026.
  • Salomon & Ludwin sold 165 MGE Energy Inc shares in Q1 2026, an estimated $13K.
  • MGE Energy Inc made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1786 holding.
  • Salomon & Ludwin first reported a position in MGE Energy Inc in Q3 2025 and has held it in 3 quarters since.
  • Salomon & Ludwin's MGE Energy Inc position peaked at $23.2K in Q3 2025.
  • 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.