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Steph & Co’s MGE Energy Inc MGEE Stock Holding History

Steph & Co’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 		$104K Hold
1,272
– – 0.03% 142
2026
Q1 		$98.3K Hold
1,272
– – 0.03% 149
2025
Q4 		$99.8K Hold
1,272
– – 0.03% 148
2025
Q3 		$107K Hold
1,272
– – 0.03% 141
2025
Q2 		$112K Hold
1,272
– – 0.04% 131
2025
Q1 		$118K Hold
1,272
– – 0.04% 140
2024
Q4 		$120K Hold
1,272
– – 0.04% 143
2024
Q3 		$116K Hold
1,272
– – 0.04% 149
2024
Q2 		$95K Hold
1,272
– – 0.03% 154
2024
Q1 		$100K Hold
1,272
– – 0.03% 153
2023
Q4 		$92K Hold
1,272
– – 0.05% 145
2023
Q3 		$87.1K Hold
1,272
– – 0.05% 154
2023
Q2 		$101K Hold
1,272
– – 0.06% 142
2023
Q1 		$98.8K Hold
1,272
– – 0.06% 141
2022
Q4 		$90K Hold
1,272
– – 0.06% 147
2022
Q3 		$83K Hold
1,272
– – 0.06% 135
2022
Q2 		$99K Hold
1,272
– – 0.06% 132
2022
Q1 		$101K Hold
1,272
– – 0.06% 146
2021
Q4 		$105K Hold
1,272
– – 0.06% 147
2021
Q3 		$93K Hold
1,272
– – 0.06% 142
2021
Q2 		$95K Hold
1,272
– – 0.06% 140
2021
Q1 		$91K Hold
1,272
– – 0.06% 139
2020
Q4 		$89K Hold
1,272
– – 0.07% 138
2020
Q3 		$80K Hold
1,272
– – 0.07% 134
2020
Q2 		$82K Hold
1,272
– – 0.08% 138
2020
Q1 		$83K Hold
1,272
– – 0.09% 111
2019
Q4 		$100K Buy
+1,272
New +$98K 0.09% 133

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

Steph & Co's MGEE Position: Q2 2026 in Review

Steph & Co held its MGE Energy Inc (MGEE) position steady in Q2 2026 at 1,272 shares worth $104K. The position accounts for 0.03% of the portfolio, ranked #142.

Steph & Co first reported a position in MGEE in Q4 2019 and has held it in 27 quarters since. The position peaked at $120K in Q4 2024. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Steph & Co held 1,272 shares of MGE Energy Inc worth $104K as of Q2 2026.
  • Steph & Co left its MGE Energy Inc share count unchanged in Q2 2026.
  • MGE Energy Inc made up 0.03% of Steph & Co's portfolio in Q2 2026, its #142 holding.
  • Steph & Co first reported a position in MGE Energy Inc in Q4 2019 and has held it in 27 quarters since.
  • Steph & Co's MGE Energy Inc position peaked at $120K in Q4 2024.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.