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Steigerwald Gordon & Koch’s MGE Energy Inc MGEE Stock Holding History

Steigerwald Gordon & Koch’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 		$16.3K Hold
200
– – ﹤0.01% 467
2026
Q1 		$15.5K Hold
200
– – ﹤0.01% 463
2025
Q4 		$15.7K Hold
200
– – ﹤0.01% 490
2025
Q3 		$16.8K Buy
+200
New +$17.1K ﹤0.01% 452

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

Steigerwald Gordon & Koch's MGEE Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its MGE Energy Inc (MGEE) position steady in Q2 2026 at 200 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Steigerwald Gordon & Koch first reported a position in MGEE in Q3 2025 and has held it in 4 quarters since. The position peaked at $16.8K in Q3 2025. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Steigerwald Gordon & Koch held 200 shares of MGE Energy Inc worth $16.3K as of Q2 2026.
  • Steigerwald Gordon & Koch left its MGE Energy Inc share count unchanged in Q2 2026.
  • MGE Energy Inc made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #467 holding.
  • Steigerwald Gordon & Koch first reported a position in MGE Energy Inc in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's MGE Energy Inc position peaked at $16.8K in Q3 2025.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.