Vanguard Personalized Indexing Management
MGEE icon

Vanguard Personalized Indexing Management’s MGE Energy Inc MGEE Stock Holding History

Vanguard Personalized Indexing Management’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 		$511K Buy
6,268
+1,554
+33% +$120K ﹤0.01% 1382
2026
Q1 		$364K Sell
4,714
-46
-1% -$3.62K ﹤0.01% 1499
2025
Q4 		$373K Sell
4,760
-401
-8% -$33K ﹤0.01% 1408
2025
Q3 		$434K Buy
5,161
+311
+6% +$26.5K ﹤0.01% 1305
2025
Q2 		$429K Sell
4,850
-374
-7% -$33.7K ﹤0.01% 1274
2025
Q1 		$486K Sell
5,224
-110
-2% -$10K 0.01% 1132
2024
Q4 		$501K Buy
5,334
+439
+9% +$42.4K 0.01% 1116
2024
Q3 		$448K Buy
4,895
+731
+18% +$62.5K 0.01% 1144
2024
Q2 		$311K Buy
4,164
+999
+32% +$78K 0.01% 1261
2024
Q1 		$249K Buy
3,165
+319
+11% +$22.4K 0.01% 1350
2023
Q4 		$206K Sell
2,846
-172
-6% -$12.4K 0.01% 1404
2023
Q3 		$207K Sell
3,018
-740
-20% -$56.1K 0.01% 1288
2023
Q2 		$297K Buy
3,758
+650
+21% +$49.9K 0.01% 1134
2023
Q1 		$241K Buy
+3,108
New +$225K 0.01% 1230

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

Vanguard Personalized Indexing Management's MGEE Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its MGE Energy Inc (MGEE) stake by 33% in Q2 2026, buying an estimated $120K and bringing the position to 6,268 shares worth $511K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

Vanguard Personalized Indexing Management first reported a position in MGEE in Q1 2023 and has held it in 14 quarters since. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Vanguard Personalized Indexing Management held 6,268 shares of MGE Energy Inc worth $511K as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 1,554 MGE Energy Inc shares in Q2 2026, an estimated $120K.
  • MGE Energy Inc made up ﹤0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #1382 holding.
  • Vanguard Personalized Indexing Management first reported a position in MGE Energy Inc in Q1 2023 and has held it in 14 quarters since.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.