Truvestments Capital’s MGE Energy Inc MGEE Stock Holding History

Truvestments Capital’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	$2.69K	Hold	33	–	–	﹤0.01%	992
2026 Q1	$2.55K	Buy	+33	New	+$2.6K	﹤0.01%	979

Other funds holding MGEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Truvestments Capital's MGEE Position: Q2 2026 in Review

Truvestments Capital held its MGE Energy Inc (MGEE) position steady in Q2 2026 at 33 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

Truvestments Capital first reported a position in MGEE in Q1 2026 and has held it in 2 quarters since. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

Truvestments Capital held 33 shares of MGE Energy Inc worth $2.69K as of Q2 2026.
Truvestments Capital left its MGE Energy Inc share count unchanged in Q2 2026.
MGE Energy Inc made up ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #992 holding.
Truvestments Capital first reported a position in MGE Energy Inc in Q1 2026 and has held it in 2 quarters since.
337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.