VA
MGEE icon

Vident Advisory’s MGE Energy Inc MGEE Stock Holding History

Vident Advisory’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 		$333K Sell
4,085
-642
-14% -$49.8K ﹤0.01% 1567
2026
Q1 		$365K Sell
4,727
-1,701
-26% -$134K ﹤0.01% 1406
2025
Q4 		$504K Sell
6,428
-2,180
-25% -$179K ﹤0.01% 1168
2025
Q3 		$725K Sell
8,608
-2,906
-25% -$248K 0.01% 992
2025
Q2 		$1.02M Buy
11,514
+576
+5% +$51.8K 0.01% 729
2025
Q1 		$1.02M Buy
10,938
+2,629
+32% +$239K 0.01% 711
2024
Q4 		$781K Buy
8,309
+389
+5% +$37.6K 0.01% 748
2024
Q3 		$724K Buy
7,920
+3,046
+62% +$260K 0.02% 759
2024
Q2 		$364K Buy
+4,874
New +$381K 0.01% 1047

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 $3.38T AUM 44.17% 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

Vident Advisory's MGEE Position: Q2 2026 in Review

Vident Advisory reduced its MGE Energy Inc (MGEE) stake by 14% in Q2 2026, selling an estimated $49.8K and leaving 4,085 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

Vident Advisory first reported a position in MGEE in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.02M in Q2 2025. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Vident Advisory held 4,085 shares of MGE Energy Inc worth $333K as of Q2 2026.
  • Vident Advisory sold 642 MGE Energy Inc shares in Q2 2026, an estimated $49.8K.
  • MGE Energy Inc made up ﹤0.01% of Vident Advisory's portfolio in Q2 2026, its #1567 holding.
  • Vident Advisory first reported a position in MGE Energy Inc in Q2 2024 and has held it in 9 quarters since.
  • Vident Advisory's MGE Energy Inc position peaked at $1.02M in Q2 2025.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.