State of New Jersey Common Pension Fund D
MGEE icon

State of New Jersey Common Pension Fund D’s MGE Energy Inc MGEE Stock Holding History

State of New Jersey Common Pension Fund D’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 		$1.37M Sell
16,807
-11,277
-40% -$874K ﹤0.01% 1337
2026
Q1 		$2.17M Buy
28,084
+1,832
+7% +$144K 0.01% 1072
2025
Q4 		$2.06M Buy
26,252
+1,204
+5% +$99K 0.01% 1295
2025
Q3 		$2.11M Buy
25,048
+4,011
+19% +$342K 0.01% 1196
2025
Q2 		$1.86M Buy
21,037
+236
+1% +$21.2K 0.01% 1314
2025
Q1 		$1.93M Buy
20,801
+719
+4% +$65.4K 0.01% 1050
2024
Q4 		$1.89M Sell
20,082
-2,655
-12% -$256K 0.01% 1386
2024
Q3 		$2.08M Sell
22,737
-1,518
-6% -$130K 0.01% 1119
2024
Q2 		$1.81M Sell
24,255
-19,840
-45% -$1.55M 0.01% 1324
2024
Q1 		$3.47M Buy
44,095
+9,329
+27% +$654K 0.01% 895
2023
Q4 		$2.51M Hold
34,766
– – 0.01% 1435
2023
Q3 		$2.38M Buy
34,766
+2,343
+7% +$178K 0.01% 1188
2023
Q2 		$2.56M Hold
32,423
– – 0.01% 1254
2023
Q1 		$2.52M Sell
32,423
-15,745
-33% -$1.14M 0.01% 1002
2022
Q4 		$3.39M Buy
48,168
+15,234
+46% +$1.05M 0.01% 781
2022
Q3 		$2.16M Hold
32,934
– – 0.01% 1183
2022
Q2 		$2.56M Sell
32,934
-2,049
-6% -$163K 0.01% 989
2022
Q1 		$2.79M Sell
34,983
-2,366
-6% -$180K 0.01% 1121
2021
Q4 		$3.07M Buy
37,349
+4,921
+15% +$378K 0.01% 1038
2021
Q3 		$2.38M Sell
32,428
-905
-3% -$70.8K 0.01% 1611
2021
Q2 		$2.48M Buy
+33,333
New +$2.48M 0.01% 1420

Other funds holding MGEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
STCG
Speece Thorson Capital Group Minnetonka, Minnesota $468M AUM 19.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State of New Jersey Common Pension Fund D's MGEE Position: Q2 2026 in Review

State of New Jersey Common Pension Fund D reduced its MGE Energy Inc (MGEE) stake by 40% in Q2 2026, selling an estimated $874K and leaving 16,807 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1337.

State of New Jersey Common Pension Fund D first reported a position in MGEE in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.47M in Q1 2024. 207 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • State of New Jersey Common Pension Fund D held 16,807 shares of MGE Energy Inc worth $1.37M as of Q2 2026.
  • State of New Jersey Common Pension Fund D sold 11,277 MGE Energy Inc shares in Q2 2026, an estimated $874K.
  • MGE Energy Inc made up ﹤0.01% of State of New Jersey Common Pension Fund D's portfolio in Q2 2026, its #1337 holding.
  • State of New Jersey Common Pension Fund D first reported a position in MGE Energy Inc in Q2 2021 and has held it in 21 quarters since.
  • State of New Jersey Common Pension Fund D's MGE Energy Inc position peaked at $3.47M in Q1 2024.
  • 207 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on State of New Jersey Common Pension Fund D's 13F filing for Q2 2026, filed 4 Aug 2026.