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USA Financial Formulas’s MGE Energy Inc MGEE Stock Holding History

USA Financial Formulas’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 		$11.3K Sell
138
-9
-6% -$697 ﹤0.01% 353
2026
Q1 		$11.4K Buy
+147
New +$11.6K ﹤0.01% 300

Other funds holding MGEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
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
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

USA Financial Formulas's MGEE Position: Q2 2026 in Review

USA Financial Formulas reduced its MGE Energy Inc (MGEE) stake by 6.1% in Q2 2026, selling an estimated $697 and leaving 138 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

USA Financial Formulas first reported a position in MGEE in Q1 2026 and has held it in 2 quarters since. The position peaked at $11.4K in Q1 2026. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • USA Financial Formulas held 138 shares of MGE Energy Inc worth $11.3K as of Q2 2026.
  • USA Financial Formulas sold 9 MGE Energy Inc shares in Q2 2026, an estimated $697.
  • MGE Energy Inc made up ﹤0.01% of USA Financial Formulas's portfolio in Q2 2026, its #353 holding.
  • USA Financial Formulas first reported a position in MGE Energy Inc in Q1 2026 and has held it in 2 quarters since.
  • USA Financial Formulas's MGE Energy Inc position peaked at $11.4K in Q1 2026.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.