SAM
MGEE icon

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

Smartleaf 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
2026
Q2 		$37.6K Hold
468
– – ﹤0.01% 1667
2026
Q1 		$36.5K Sell
468
-955
-67% -$75.2K ﹤0.01% 1629
2025
Q4 		$112K Buy
1,423
+56
+4% +$4.6K ﹤0.01% 1123
2025
Q3 		$114K Buy
1,367
+41
+3% +$3.5K 0.01% 995
2025
Q2 		$117K Buy
1,326
+213
+19% +$19.2K 0.01% 806
2025
Q1 		$103K Buy
1,113
+1
+0.1% +$91 0.01% 820
2024
Q4 		$105K Buy
1,112
+929
+508% +$89.7K 0.01% 823
2024
Q3 		$16.7K Buy
183
+4
+2% +$342 ﹤0.01% 1458
2024
Q2 		$13.5K Buy
179
+165
+1,179% +$12.9K ﹤0.01% 1248
2024
Q1 		$1.08K Buy
+14
New +$981 ﹤0.01% 1607

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

Smartleaf Asset Management's MGEE Position: Q2 2026 in Review

Smartleaf Asset Management held its MGE Energy Inc (MGEE) position steady in Q2 2026 at 468 shares worth $37.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

Smartleaf Asset Management first reported a position in MGEE in Q1 2024 and has held it in 10 quarters since. The position peaked at $117K in Q2 2025. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Smartleaf Asset Management held 468 shares of MGE Energy Inc worth $37.6K as of Q2 2026.
  • Smartleaf Asset Management left its MGE Energy Inc share count unchanged in Q2 2026.
  • MGE Energy Inc made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1667 holding.
  • Smartleaf Asset Management first reported a position in MGE Energy Inc in Q1 2024 and has held it in 10 quarters since.
  • Smartleaf Asset Management's MGE Energy Inc position peaked at $117K in Q2 2025.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.