Shell Asset Management’s MGE Energy Inc MGEE Stock Holding History

Shell Asset Management’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
2025 Q3	$14K	Sell	171 -475	-74%	-$40.5K	﹤0.01%	1084
2025 Q2	$57K	Sell	646 -71	-10%	-$6.39K	﹤0.01%	1123
2025 Q1	$67K	Sell	717 -30	-4%	-$2.73K	﹤0.01%	1093
2024 Q4	$70K	Hold	747	–	–	﹤0.01%	1120
2024 Q3	$68K	Buy	+747	New	+$63.9K	﹤0.01%	1132
2024 Q1	$59K	Sell	785 -53	-6%	-$3.71K	﹤0.01%	1134
2023 Q4	$61K	Sell	838 -270	-24%	-$19.5K	﹤0.01%	1143
2023 Q3	$76K	Sell	1,108 -6,328	-85%	-$480K	﹤0.01%	1134
2023 Q2	$588K	Sell	7,436 -43	-0.6%	-$3.3K	0.02%	514
2023 Q1	$581K	Sell	7,479 -26	-0.3%	-$1.88K	0.02%	503
2022 Q4	$528K	Sell	7,505 -1,535	-17%	-$105K	0.02%	513
2022 Q3	$593K	Sell	9,040 -2,367	-21%	-$186K	0.02%	496
2022 Q2	$888K	Buy	11,407 +19	+0.2%	+$1.51K	0.03%	452
2022 Q1	$909K	Sell	11,388 -1,686	-13%	-$128K	0.02%	523
2021 Q4	$1.07M	Buy	13,074 +60	+0.5%	+$4.61K	0.02%	536
2021 Q3	$957K	Sell	13,014 -560	-4%	-$43.8K	0.02%	536
2021 Q2	$1.01M	Buy	13,574 +740	+6%	+$55.2K	0.02%	562
2021 Q1	$916K	Sell	12,834 -70	-0.5%	-$4.71K	0.02%	569
2020 Q4	$904K	Sell	12,904 -1,469	-10%	-$101K	0.02%	538
2020 Q3	$901K	Hold	14,373	–	–	0.02%	486
2020 Q2	$927K	Sell	14,373 -190	-1%	-$12.4K	0.02%	457
2020 Q1	$953K	Sell	14,563 -224	-2%	-$16.7K	0.03%	445
2019 Q4	$1.17M	Sell	14,787 -403	-3%	-$31K	0.03%	493
2019 Q3	$1.21M	Sell	15,190 -131	-0.9%	-$9.8K	0.03%	462
2019 Q2	$1.12M	Sell	15,321 -352	-2%	-$24.2K	0.02%	500
2019 Q1	$1.06M	Hold	15,673	–	–	0.02%	538
2018 Q4	$940K	Sell	15,673 -1,300	-8%	-$82.9K	0.02%	547
2018 Q3	$1.08M	Hold	16,973	–	–	0.02%	619
2018 Q2	$1.07M	Sell	16,973 -916	-5%	-$53.4K	0.02%	647
2018 Q1	$1M	Hold	17,889	–	–	0.02%	663
2017 Q4	$1.13M	Hold	17,889	–	–	0.02%	619
2017 Q3	$1.16M	Sell	17,889 -500	-3%	-$32.4K	0.03%	547
2017 Q2	$1.18M	Hold	18,389	–	–	0.03%	552
2017 Q1	$1.2M	Sell	18,389 -19,673	-52%	-$1.24M	0.03%	533
2016 Q4	$2.48M	Sell	38,062 -333	-0.9%	-$19.9K	0.06%	341
2016 Q3	$2.17M	Sell	38,395 -1,752	-4%	-$98.7K	0.05%	390
2016 Q2	$2.27M	Sell	40,147 -2,287	-5%	-$118K	0.05%	350
2016 Q1	$2.22M	Sell	42,434 -2,533	-6%	-$125K	0.05%	347
2015 Q4	$2.09M	Sell	44,967 -2,811	-6%	-$120K	0.05%	372
2015 Q3	$1.78M	Buy	47,778 +2,228	+5%	+$88K	0.03%	513
2015 Q2	$1.76M	Sell	45,550 -2,088	-4%	-$84.6K	0.04%	461
2015 Q1	$2.11M	Sell	47,638 -140	-0.3%	-$6.21K	0.04%	446
2014 Q4	$2.18M	Hold	47,778	–	–	0.03%	451
2014 Q3	$1.78M	Buy	47,778 +4,460	+10%	+$174K	0.03%	528
2014 Q2	$1.71M	Sell	43,318 -505	-1%	-$19.2K	0.03%	551
2014 Q1	$1.72M	Sell	43,823 -178	-0.4%	-$6.81K	0.03%	550
2013 Q4	$1.69M	Buy	44,001 +7,126	+19%	+$264K	0.03%	541
2013 Q3	$1.34M	Hold	36,875	–	–	0.02%	627
2013 Q2	$1.35M	Buy	+36,875	New	+$1.35M	0.03%	604

Other funds holding MGEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Shell Asset Management's MGEE Position: Q3 2025 in Review

Shell Asset Management reduced its MGE Energy Inc (MGEE) stake by 74% in Q3 2025, selling an estimated $40.5K and leaving 171 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

Shell Asset Management first reported a position in MGEE in Q2 2013 and has held it in 49 quarters since. The position peaked at $2.48M in Q4 2016. 304 funds tracked by Wall St. Rank hold MGEE as of Q3 2025.

Shell Asset Management held 171 shares of MGE Energy Inc worth $14K as of Q3 2025.
Shell Asset Management sold 475 MGE Energy Inc shares in Q3 2025, an estimated $40.5K.
MGE Energy Inc made up ﹤0.01% of Shell Asset Management's portfolio in Q3 2025, its #1084 holding.
Shell Asset Management first reported a position in MGE Energy Inc in Q2 2013 and has held it in 49 quarters since.
Shell Asset Management's MGE Energy Inc position peaked at $2.48M in Q4 2016.
304 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.