Versant Capital Management’s MGE Energy Inc MGEE Stock Holding History

Versant Capital 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	$60.7K	Buy	744 +280	+60%	+$21.7K	0.01%	1229
2026 Q1	$35.9K	Buy	464 +84	+22%	+$6.61K	﹤0.01%	1438
2025 Q4	$29.8K	Buy	380 +33	+10%	+$2.71K	﹤0.01%	1388
2025 Q3	$29.2K	Buy	347 +18	+5%	+$1.54K	﹤0.01%	1354
2025 Q2	$29.1K	Buy	329 +2	+0.6%	+$180	﹤0.01%	1307
2025 Q1	$30.4K	Hold	327	–	–	0.01%	1104
2024 Q4	$30.7K	Buy	327 +257	+367%	+$24.8K	0.01%	792
2024 Q3	$6.4K	Buy	70 +21	+43%	+$1.79K	﹤0.01%	1209
2024 Q2	$3.66K	Hold	49	–	–	﹤0.01%	1324
2024 Q1	$3.86K	Hold	49	–	–	﹤0.01%	1127
2023 Q4	$3.54K	Hold	49	–	–	﹤0.01%	1100
2023 Q3	$3.36K	Sell	49 -17	-26%	-$1.29K	﹤0.01%	1121
2023 Q2	$5.22K	Buy	66 +17	+35%	+$1.3K	﹤0.01%	1025
2023 Q1	$3.81K	Hold	49	–	–	﹤0.01%	1048
2022 Q4	$3.45K	Hold	49	–	–	﹤0.01%	1000
2022 Q3	$3K	Hold	49	–	–	﹤0.01%	993
2022 Q2	$4K	Hold	49	–	–	﹤0.01%	922
2022 Q1	$4K	Hold	49	–	–	﹤0.01%	961
2021 Q4	$4K	Hold	49	–	–	﹤0.01%	967
2021 Q3	$4K	Hold	49	–	–	﹤0.01%	966
2021 Q2	$4K	Sell	49 -82	-63%	-$6.11K	﹤0.01%	970
2021 Q1	$9K	Hold	131	–	–	﹤0.01%	827
2020 Q4	$9K	Hold	131	–	–	﹤0.01%	757
2020 Q3	$8K	Hold	131	–	–	﹤0.01%	726
2020 Q2	$8K	Hold	131	–	–	﹤0.01%	698
2020 Q1	$8K	Sell	131 -3	-2%	-$224	﹤0.01%	624
2019 Q4	$10K	Buy	134 +3	+2%	+$231	0.01%	703
2019 Q3	$10K	Hold	131	–	–	﹤0.01%	714
2019 Q2	$9K	Sell	131 -16	-11%	-$1.1K	﹤0.01%	785
2019 Q1	$9K	Sell	147 -5	-3%	-$318	﹤0.01%	939
2018 Q4	$9K	Hold	152	–	–	﹤0.01%	857
2018 Q3	$9K	Hold	152	–	–	﹤0.01%	927
2018 Q2	$9K	Sell	152 -18	-11%	-$1.05K	﹤0.01%	925
2018 Q1	$9K	Sell	170 -42	-20%	-$2.39K	﹤0.01%	918
2017 Q4	$13K	Sell	212 -8	-4%	-$520	0.01%	812
2017 Q3	$14K	Sell	220 -5	-2%	-$324	0.01%	719
2017 Q2	$14K	Hold	225	–	–	0.01%	734
2017 Q1	$14K	Sell	225 -1	-0.4%	-$63	0.01%	723
2016 Q4	$14K	Buy	226 +62	+38%	+$3.71K	0.01%	711
2016 Q3	$9K	Hold	164	–	–	0.01%	850
2016 Q2	$9K	Hold	164	–	–	0.01%	823
2016 Q1	$8K	Buy	164 +4	+3%	+$197	﹤0.01%	835
2015 Q4	$7K	Buy	+160	New	+$6.86K	﹤0.01%	845

Other funds holding MGEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

Versant Capital Management's MGEE Position: Q2 2026 in Review

Versant Capital Management increased its MGE Energy Inc (MGEE) stake by 60% in Q2 2026, buying an estimated $21.7K and bringing the position to 744 shares worth $60.7K. The position accounts for 0.01% of the portfolio, ranked #1229.

Versant Capital Management first reported a position in MGEE in Q4 2015 and has held it in 43 quarters since. 47 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

Versant Capital Management held 744 shares of MGE Energy Inc worth $60.7K as of Q2 2026.
Versant Capital Management bought 280 MGE Energy Inc shares in Q2 2026, an estimated $21.7K.
MGE Energy Inc made up 0.01% of Versant Capital Management's portfolio in Q2 2026, its #1229 holding.
Versant Capital Management first reported a position in MGE Energy Inc in Q4 2015 and has held it in 43 quarters since.
47 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.