Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s MGE Energy Inc MGEE Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$352K Sell
4,316
-1,745
-29% -$135K ﹤0.01% 1891
2026
Q1 		$468K Buy
6,061
+72
+1% +$5.67K ﹤0.01% 1739
2025
Q4 		$470K Sell
5,989
-124
-2% -$10.2K ﹤0.01% 1729
2025
Q3 		$515K Buy
6,113
+1,045
+21% +$89.2K ﹤0.01% 1740
2025
Q2 		$448K Hold
5,068
– – ﹤0.01% 1708
2025
Q1 		$471K Buy
+5,068
New +$461K ﹤0.01% 1662

Other funds holding MGEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
STCG
Speece Thorson Capital Group Minnetonka, Minnesota $468M AUM 19.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's MGEE Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its MGE Energy Inc (MGEE) stake by 29% in Q2 2026, selling an estimated $135K and leaving 4,316 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #1891.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in MGEE in Q1 2025 and has held it in 6 quarters since. The position peaked at $515K in Q3 2025. 207 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 4,316 shares of MGE Energy Inc worth $352K as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 1,745 MGE Energy Inc shares in Q2 2026, an estimated $135K.
  • MGE Energy Inc made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1891 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in MGE Energy Inc in Q1 2025 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's MGE Energy Inc position peaked at $515K in Q3 2025.
  • 207 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.