Summit Global Investments’s MGE Energy Inc MGEE Stock Holding History

Summit Global Investments’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
2025 Q4	–	Sell	-3,119	Closed	-$263K	–	519
2025 Q3	$263K	Sell	3,119 -8,850	-74%	-$755K	0.02%	417
2025 Q2	$1.06M	Buy	+11,969	New	+$1.08M	0.06%	194
2023 Q3	–	Sell	-3,897	Closed	-$308K	–	571
2023 Q2	$308K	Buy	+3,897	New	+$299K	0.02%	420
2022 Q4	–	Sell	-10,200	Closed	-$669K	–	476
2022 Q3	$669K	Buy	10,200 +200	+2%	+$15.7K	0.06%	263
2022 Q2	$778K	Buy	+10,000	New	+$797K	0.07%	256
2017 Q4	–	Sell	-7,500	Closed	-$485K	–	270
2017 Q3	$485K	Sell	7,500 -100	-1%	-$6.47K	0.08%	213
2017 Q2	$489K	Buy	7,600 +400	+6%	+$26.1K	0.15%	196
2017 Q1	$468K	Hold	7,200	–	–	0.15%	147
2016 Q4	$470K	Buy	+7,200	New	+$430K	0.17%	123

Other funds holding MGEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Global Investments's MGEE Position: Q4 2025 in Review

Summit Global Investments sold out of MGE Energy Inc (MGEE) in Q4 2025, closing a stake of 3,119 shares — an estimated $263K sold.

Summit Global Investments first reported a position in MGEE in Q4 2016 and held it in 9 quarters. The position peaked at $1.06M in Q2 2025. 313 funds tracked by Wall St. Rank hold MGEE as of Q4 2025.

Summit Global Investments reported no remaining MGE Energy Inc position as of Q4 2025 after selling out during the quarter.
Summit Global Investments sold 3,119 MGE Energy Inc shares in Q4 2025, an estimated $263K.
Summit Global Investments first reported a position in MGE Energy Inc in Q4 2016 and held it in 9 quarters.
Summit Global Investments's MGE Energy Inc position peaked at $1.06M in Q2 2025.
313 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2025.

Based on Summit Global Investments's 13F filing for Q4 2025, filed 18 Feb 2026.