Savant Capital’s MGE Energy Inc MGEE Stock Holding History

Savant Capital’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	$1.91M	Buy	24,114 +12,050	+100%	+$934K	0.01%	626
2026 Q1	$932K	Sell	12,064 -395	-3%	-$31.1K	﹤0.01%	652
2025 Q4	$977K	Buy	12,459 +207	+2%	+$17K	0.01%	588
2025 Q3	$1.03M	Buy	12,252 +2,701	+28%	+$231K	0.01%	563
2025 Q2	$845K	Buy	9,551 +4,554	+91%	+$410K	0.01%	573
2025 Q1	$464K	Buy	4,997 +75	+2%	+$6.82K	﹤0.01%	687
2024 Q4	$462K	Buy	4,922 +139	+3%	+$13.4K	﹤0.01%	916
2024 Q3	$437K	Buy	4,783 +6	+0.1%	+$513	﹤0.01%	928
2024 Q2	$357K	Sell	4,777 -78	-2%	-$6.09K	﹤0.01%	916
2024 Q1	$382K	Sell	4,855 -680	-12%	-$47.6K	﹤0.01%	812
2023 Q4	$400K	Buy	5,535 +1	+0%	+$72	0.01%	626
2023 Q3	$379K	Sell	5,534 -1	-0%	-$76	0.01%	594
2023 Q2	$438K	Sell	5,535 -1	-0%	-$77	0.01%	541
2023 Q1	$430K	Buy	5,536 +5	+0.1%	+$362	0.01%	497
2022 Q4	$389K	Hold	5,531	–	–	0.01%	403
2022 Q3	$363K	Sell	5,531 -44	-0.8%	-$3.45K	0.01%	390
2022 Q2	$434K	Hold	5,575	–	–	0.01%	367
2022 Q1	$445K	Hold	5,575	–	–	0.01%	378
2021 Q4	$459K	Buy	5,575 +1,453	+35%	+$112K	0.01%	371
2021 Q3	$303K	Sell	4,122 -450	-10%	-$35.2K	0.01%	421
2021 Q2	$340K	Hold	4,572	–	–	0.01%	388
2021 Q1	$326K	Hold	4,572	–	–	0.02%	356
2020 Q4	$320K	Hold	4,572	–	–	0.02%	343
2020 Q3	$286K	Hold	4,572	–	–	0.02%	338
2020 Q2	$295K	Hold	4,572	–	–	0.02%	327
2020 Q1	$299K	Hold	4,572	–	–	0.03%	290
2019 Q4	$360K	Sell	4,572 -183	-4%	-$14.1K	0.04%	254
2019 Q3	$380K	Hold	4,755	–	–	0.05%	228
2019 Q2	$347K	Hold	4,755	–	–	0.05%	241
2019 Q1	$323K	Hold	4,755	–	–	0.06%	211
2018 Q4	$285K	Hold	4,755	–	–	0.06%	212
2018 Q3	$304K	Hold	4,755	–	–	0.05%	228
2018 Q2	$300K	Hold	4,755	–	–	0.06%	219
2018 Q1	$267K	Hold	4,755	–	–	0.06%	233
2017 Q4	$300K	Sell	4,755 -74	-2%	-$4.81K	0.06%	223
2017 Q3	$312K	Hold	4,829	–	–	0.07%	200
2017 Q2	$311K	Hold	4,829	–	–	0.07%	193
2017 Q1	$314K	Hold	4,829	–	–	0.08%	193
2016 Q4	$315K	Hold	4,829	–	–	0.08%	187
2016 Q3	$273K	Sell	4,829 -1,274	-21%	-$71.8K	0.08%	196
2016 Q2	$345K	Buy	+6,103	New	+$316K	0.1%	159

Other funds holding MGEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Savant Capital's MGEE Position: Q2 2026 in Review

Savant Capital increased its MGE Energy Inc (MGEE) stake by 100% in Q2 2026, buying an estimated $934K and bringing the position to 24,114 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #626.

Savant Capital first reported a position in MGEE in Q2 2016 and has held it in 41 quarters since. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

Savant Capital held 24,114 shares of MGE Energy Inc worth $1.91M as of Q2 2026.
Savant Capital bought 12,050 MGE Energy Inc shares in Q2 2026, an estimated $934K.
MGE Energy Inc made up 0.01% of Savant Capital's portfolio in Q2 2026, its #626 holding.
Savant Capital first reported a position in MGE Energy Inc in Q2 2016 and has held it in 41 quarters since.
337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.