Verition Fund Management’s MGE Energy Inc MGEE Stock Holding History

Verition Fund 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 Q1	$728K	Sell	9,420 -8,543	-48%	-$673K	﹤0.01%	1438
2025 Q4	$1.41M	Buy	+17,963	New	+$1.48M	0.01%	1890
2025 Q3	–	Sell	-8,262	Closed	-$731K	–	3910
2025 Q2	$731K	Buy	8,262 +3,624	+78%	+$326K	﹤0.01%	2692
2025 Q1	$431K	Sell	4,638 -3,227	-41%	-$294K	﹤0.01%	2671
2024 Q4	$739K	Buy	+7,865	New	+$760K	﹤0.01%	2231
2024 Q3	–	Sell	-3,555	Closed	-$266K	–	3403
2024 Q2	$266K	Buy	+3,555	New	+$278K	﹤0.01%	2420

Other funds holding MGEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Verition Fund Management's MGEE Position: Q1 2026 in Review

Verition Fund Management reduced its MGE Energy Inc (MGEE) stake by 48% in Q1 2026, selling an estimated $673K and leaving 9,420 shares worth $728K. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

Verition Fund Management first reported a position in MGEE in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.41M in Q4 2025. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

Verition Fund Management held 9,420 shares of MGE Energy Inc worth $728K as of Q1 2026.
Verition Fund Management sold 8,543 MGE Energy Inc shares in Q1 2026, an estimated $673K.
MGE Energy Inc made up ﹤0.01% of Verition Fund Management's portfolio in Q1 2026, its #1438 holding.
Verition Fund Management first reported a position in MGE Energy Inc in Q2 2024 and has held it in 6 quarters since.
Verition Fund Management's MGE Energy Inc position peaked at $1.41M in Q4 2025.
317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Verition Fund Management's 13F filing for Q1 2026, filed 15 May 2026.