Susquehanna Fundamental Investments’s MGE Energy Inc MGEE Stock Holding History

Susquehanna Fundamental 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 Q3	–	Sell	-3,175	Closed	-$281K	–	695
2025 Q2	$281K	Sell	3,175 -34,174	-91%	-$3.08M	0.01%	629
2025 Q1	$3.47M	Sell	37,349 -11,138	-23%	-$1.01M	0.05%	399
2024 Q4	$4.56M	Buy	+48,487	New	+$4.68M	0.07%	349
2024 Q2	$3.81M	Buy	50,987 +18,315	+56%	+$1.43M	0.09%	276
2024 Q1	$2.57M	Buy	+32,672	New	+$2.29M	0.12%	203
2023 Q4	–	Sell	-8,150	Closed	-$558K	–	226
2023 Q3	$558K	Hold	8,150	–	–	0.04%	244
2023 Q2	$645K	Hold	8,150	–	–	0.02%	402
2023 Q1	$633K	Sell	8,150 -300	-4%	-$21.7K	0.01%	624
2022 Q4	$595K	Buy	+8,450	New	+$581K	0.01%	814
2022 Q1	$384K	Sell	4,812 -4,205	-47%	-$320K	0.01%	1170
2021 Q4	$742K	Sell	9,017 -1,560	-15%	-$120K	0.02%	766
2021 Q3	$777K	Buy	10,577 +2,300	+28%	+$180K	0.01%	991
2021 Q2	$616K	Buy	+8,277	New	+$617K	0.01%	1069
2021 Q1	–	Sell	-8,562	Closed	-$600K	–	1587
2020 Q4	$600K	Buy	+8,562	New	+$591K	0.01%	1036
2019 Q2	–	Sell	-3,194	Closed	-$217K	–	385
2019 Q1	$217K	Buy	+3,194	New	+$203K	0.02%	348
2018 Q4	–	Sell	-3,194	Closed	-$204K	–	364
2018 Q3	$204K	Hold	3,194	–	–	0.03%	326
2018 Q2	$201K	Buy	+3,194	New	+$186K	0.03%	357

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Susquehanna Fundamental Investments's MGEE Position: Q3 2025 in Review

Susquehanna Fundamental Investments sold out of MGE Energy Inc (MGEE) in Q3 2025, closing a stake of 3,175 shares — an estimated $281K sold.

Susquehanna Fundamental Investments first reported a position in MGEE in Q2 2018 and held it in 17 quarters. The position peaked at $4.56M in Q4 2024. 304 funds tracked by Wall St. Rank hold MGEE as of Q3 2025.

Susquehanna Fundamental Investments reported no remaining MGE Energy Inc position as of Q3 2025 after selling out during the quarter.
Susquehanna Fundamental Investments sold 3,175 MGE Energy Inc shares in Q3 2025, an estimated $281K.
Susquehanna Fundamental Investments first reported a position in MGE Energy Inc in Q2 2018 and held it in 17 quarters.
Susquehanna Fundamental Investments's MGE Energy Inc position peaked at $4.56M in Q4 2024.
304 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q3 2025, filed 14 Nov 2025.