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Steve Schonfeld’s MGE Energy Inc MGEE Stock Holding History

Steve Schonfeld’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 		$4.17M Buy
51,187
+39,485
+337% +$3.06M 0.02% 716
2026
Q1 		$904K Buy
11,702
+6,115
+109% +$481K 0.01% 1143
2025
Q4 		$438K Buy
5,587
+1,705
+44% +$140K ﹤0.01% 1442
2025
Q3 		$327K Buy
+3,882
New +$331K ﹤0.01% 1823
2025
Q2 		– Sell
-4,054
Closed -$377K – 2343
2025
Q1 		$377K Sell
4,054
-6,179
-60% -$562K ﹤0.01% 1701
2024
Q4 		$961K Buy
+10,233
New +$988K 0.01% 1137
2024
Q1 		– Sell
-5,903
Closed -$427K – 2273
2023
Q4 		$427K Buy
+5,903
New +$427K ﹤0.01% 1337
2019
Q1 		– Sell
-3,612
Closed -$217K – 1153
2018
Q4 		$217K Buy
+3,612
New +$230K 0.01% 924

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

Steve Schonfeld's MGEE Position: Q2 2026 in Review

Steve Schonfeld increased its MGE Energy Inc (MGEE) stake by 337% in Q2 2026, buying an estimated $3.06M and bringing the position to 51,187 shares worth $4.17M. The position accounts for 0.02% of the portfolio, ranked #716.

Steve Schonfeld first reported a position in MGEE in Q4 2018 and has held it in 8 quarters since. 336 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Steve Schonfeld held 51,187 shares of MGE Energy Inc worth $4.17M as of Q2 2026.
  • Steve Schonfeld bought 39,485 MGE Energy Inc shares in Q2 2026, an estimated $3.06M.
  • MGE Energy Inc made up 0.02% of Steve Schonfeld's portfolio in Q2 2026, its #716 holding.
  • Steve Schonfeld first reported a position in MGE Energy Inc in Q4 2018 and has held it in 8 quarters since.
  • 336 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.