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Smith Thornton Advisors’s MGE Energy Inc MGEE Stock Holding History

Smith Thornton Advisors’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 		$233K Hold
2,835
– – 0.1% 124
2026
Q1 		$219K Hold
2,835
– – 0.11% 122
2025
Q4 		$222K Hold
2,835
– – 0.11% 123
2025
Q3 		$239K Hold
2,835
– – 0.13% 121
2025
Q2 		$251K Hold
2,835
– – 0.14% 119
2025
Q1 		$264K Hold
2,835
– – 0.16% 119
2024
Q4 		$266K Hold
2,835
– – 0.17% 120
2024
Q3 		$259K Hold
2,835
– – 0.17% 116
2024
Q2 		$212K Buy
+2,835
New +$221K 0.16% 121

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

Smith Thornton Advisors's MGEE Position: Q2 2026 in Review

Smith Thornton Advisors held its MGE Energy Inc (MGEE) position steady in Q2 2026 at 2,835 shares worth $233K. The position accounts for 0.1% of the portfolio, ranked #124.

Smith Thornton Advisors first reported a position in MGEE in Q2 2024 and has held it in 9 quarters since. The position peaked at $266K in Q4 2024. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Smith Thornton Advisors held 2,835 shares of MGE Energy Inc worth $233K as of Q2 2026.
  • Smith Thornton Advisors left its MGE Energy Inc share count unchanged in Q2 2026.
  • MGE Energy Inc made up 0.1% of Smith Thornton Advisors's portfolio in Q2 2026, its #124 holding.
  • Smith Thornton Advisors first reported a position in MGE Energy Inc in Q2 2024 and has held it in 9 quarters since.
  • Smith Thornton Advisors's MGE Energy Inc position peaked at $266K in Q4 2024.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.