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
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 $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

Smartleaf Asset Management's MGEE Position: Q1 2026 in Review

Smartleaf Asset Management reduced its MGE Energy Inc (MGEE) stake by 67% in Q1 2026, selling an estimated $75.2K and leaving 468 shares worth $36.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1629.

Smartleaf Asset Management first reported a position in MGEE in Q1 2024 and has held it in 9 quarters since. The position peaked at $117K in Q2 2025. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

  • Smartleaf Asset Management held 468 shares of MGE Energy Inc worth $36.5K as of Q1 2026.
  • Smartleaf Asset Management sold 955 MGE Energy Inc shares in Q1 2026, an estimated $75.2K.
  • MGE Energy Inc made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1629 holding.
  • Smartleaf Asset Management first reported a position in MGE Energy Inc in Q1 2024 and has held it in 9 quarters since.
  • Smartleaf Asset Management's MGE Energy Inc position peaked at $117K in Q2 2025.
  • 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.