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Speece Thorson Capital Group’s MGE Energy Inc MGEE Stock Holding History

Speece Thorson Capital Group’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 		$14.7M Sell
189,547
-6,049
-3% -$476K 3.34% 7
2025
Q4 		$15.3M Buy
195,596
+60,037
+44% +$4.93M 3.32% 9
2025
Q3 		$11.4M Buy
135,559
+23,399
+21% +$2M 2.28% 26
2025
Q2 		$9.92M Buy
112,160
+2,590
+2% +$233K 2.02% 32
2025
Q1 		$10.2M Sell
109,570
-1,606
-1% -$146K 2.1% 32
2024
Q4 		$10.4M Sell
111,176
-665
-0.6% -$64.2K 2.06% 30
2024
Q3 		$10.2M Sell
111,841
-212
-0.2% -$18.1K 1.89% 33
2024
Q2 		$8.37M Sell
112,053
-2,090
-2% -$163K 1.71% 33
2024
Q1 		$8.98M Buy
114,143
+29,158
+34% +$2.04M 1.74% 34
2023
Q4 		$6.14M Buy
+84,985
New +$6.15M 1.26% 36
2017
Q2 		– Sell
-77,892
Closed -$5.06M – 38
2017
Q1 		$5.06M Sell
77,892
-26,951
-26% -$1.7M 1.07% 37
2016
Q4 		$6.85M Sell
104,843
-51,953
-33% -$3.11M 1.53% 35
2016
Q3 		$8.86M Buy
156,796
+1,547
+1% +$87.1K 1.9% 28
2016
Q2 		$8.77M Buy
155,249
+2,033
+1% +$105K 1.9% 29
2016
Q1 		$8.01M Buy
153,216
+2,363
+2% +$116K 1.8% 29
2015
Q4 		$7M Buy
150,853
+76,491
+103% +$3.28M 1.7% 29
2015
Q3 		$3.06M Buy
+74,362
New +$2.94M 0.76% 40

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

Speece Thorson Capital Group's MGEE Position: Q1 2026 in Review

Speece Thorson Capital Group reduced its MGE Energy Inc (MGEE) stake by 3.1% in Q1 2026, selling an estimated $476K and leaving 189,547 shares worth $14.7M. The position accounts for 3.34% of the portfolio, ranked #7.

Speece Thorson Capital Group first reported a position in MGEE in Q3 2015 and has held it in 17 quarters since. The position peaked at $15.3M in Q4 2025. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

  • Speece Thorson Capital Group held 189,547 shares of MGE Energy Inc worth $14.7M as of Q1 2026.
  • Speece Thorson Capital Group sold 6,049 MGE Energy Inc shares in Q1 2026, an estimated $476K.
  • MGE Energy Inc made up 3.34% of Speece Thorson Capital Group's portfolio in Q1 2026, its #7 holding.
  • Speece Thorson Capital Group first reported a position in MGE Energy Inc in Q3 2015 and has held it in 17 quarters since.
  • Speece Thorson Capital Group's MGE Energy Inc position peaked at $15.3M in Q4 2025.
  • 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Speece Thorson Capital Group's 13F filing for Q1 2026, filed 29 Apr 2026.