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Sterling Capital Management’s MGE Energy Inc MGEE Stock Holding History

Sterling Capital Management’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 		$61.9K Buy
759
+48
+7% +$3.72K ﹤0.01% 1518
2026
Q1 		$55K Sell
711
-436
-38% -$34.3K ﹤0.01% 1597
2025
Q4 		$89.9K Sell
1,147
-124
-10% -$10.2K ﹤0.01% 1567
2025
Q3 		$107K Buy
1,271
+747
+143% +$63.8K ﹤0.01% 1506
2025
Q2 		$46.3K Buy
524
+148
+39% +$13.3K ﹤0.01% 1526
2025
Q1 		$35K Sell
376
-297
-44% -$27K ﹤0.01% 1515
2024
Q4 		$63.2K Buy
673
+584
+656% +$56.4K ﹤0.01% 1556
2024
Q3 		$8.14K Buy
+89
New +$7.61K ﹤0.01% 1611
2014
Q2 		– Sell
-29,984
Closed -$1.18M – 907
2014
Q1 		$1.18M Buy
+29,984
New +$1.15M 0.01% 534

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

Sterling Capital Management's MGEE Position: Q2 2026 in Review

Sterling Capital Management increased its MGE Energy Inc (MGEE) stake by 6.8% in Q2 2026, buying an estimated $3.72K and bringing the position to 759 shares worth $61.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

Sterling Capital Management first reported a position in MGEE in Q1 2014 and has held it in 9 quarters since. The position peaked at $1.18M in Q1 2014. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Sterling Capital Management held 759 shares of MGE Energy Inc worth $61.9K as of Q2 2026.
  • Sterling Capital Management bought 48 MGE Energy Inc shares in Q2 2026, an estimated $3.72K.
  • MGE Energy Inc made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #1518 holding.
  • Sterling Capital Management first reported a position in MGE Energy Inc in Q1 2014 and has held it in 9 quarters since.
  • Sterling Capital Management's MGE Energy Inc position peaked at $1.18M in Q1 2014.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.