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United Services Automobile Association’s MGE Energy Inc MGEE Stock Holding History

United Services Automobile Association’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
Q2 		– Sell
-2,372
Closed -$220K – 627
2025
Q1 		$220K Buy
+2,372
New +$216K 0.01% 972
2019
Q3 		– Sell
-5,101
Closed -$373K – 1202
2019
Q2 		$373K Sell
5,101
-436
-8% -$30K ﹤0.01% 1766
2019
Q1 		$376K Hold
5,537
– – ﹤0.01% 1769
2018
Q4 		$332K Hold
5,537
– – ﹤0.01% 1764
2018
Q3 		$354K Hold
5,537
– – ﹤0.01% 1852
2018
Q2 		$349K Hold
5,537
– – ﹤0.01% 1851
2018
Q1 		$311K Buy
+5,537
New +$315K ﹤0.01% 1892

Other funds holding MGEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

United Services Automobile Association's MGEE Position: Q2 2025 in Review

United Services Automobile Association sold out of MGE Energy Inc (MGEE) in Q2 2025, closing a stake of 2,372 shares — an estimated $220K sold.

United Services Automobile Association first reported a position in MGEE in Q1 2018 and held it in 7 quarters. The position peaked at $376K in Q1 2019. 295 funds tracked by Wall St. Rank hold MGEE as of Q2 2025.

  • United Services Automobile Association reported no remaining MGE Energy Inc position as of Q2 2025 after selling out during the quarter.
  • United Services Automobile Association sold 2,372 MGE Energy Inc shares in Q2 2025, an estimated $220K.
  • United Services Automobile Association first reported a position in MGE Energy Inc in Q1 2018 and held it in 7 quarters.
  • United Services Automobile Association's MGE Energy Inc position peaked at $376K in Q1 2019.
  • 295 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.