Voloridge Investment Management
MGEE icon

Voloridge Investment Management’s MGE Energy Inc MGEE Stock Holding History

Voloridge Investment 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 		– Sell
-11,509
Closed -$890K – 977
2026
Q1 		$890K Buy
+11,509
New +$906K ﹤0.01% 900
2024
Q1 		– Sell
-9,035
Closed -$653K – 1278
2023
Q4 		$653K Buy
9,035
+5,632
+166% +$408K ﹤0.01% 1000
2023
Q3 		$233K Buy
+3,403
New +$258K ﹤0.01% 1306
2023
Q1 		– Sell
-22,244
Closed -$1.57M – 1514
2022
Q4 		$1.57M Buy
22,244
+4,398
+25% +$302K 0.01% 1034
2022
Q3 		$1.17M Buy
17,846
+5,472
+44% +$429K 0.01% 1118
2022
Q2 		$963K Buy
+12,374
New +$987K 0.01% 1201
2019
Q4 		– Sell
-3,192
Closed -$255K – 1250
2019
Q3 		$255K Buy
+3,192
New +$239K ﹤0.01% 962

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

Voloridge Investment Management's MGEE Position: Q2 2026 in Review

Voloridge Investment Management sold out of MGE Energy Inc (MGEE) in Q2 2026, closing a stake of 11,509 shares — an estimated $890K sold.

Voloridge Investment Management first reported a position in MGEE in Q3 2019 and held it in 7 quarters. The position peaked at $1.57M in Q4 2022. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Voloridge Investment Management reported no remaining MGE Energy Inc position as of Q2 2026 after selling out during the quarter.
  • Voloridge Investment Management sold 11,509 MGE Energy Inc shares in Q2 2026, an estimated $890K.
  • Voloridge Investment Management first reported a position in MGE Energy Inc in Q3 2019 and held it in 7 quarters.
  • Voloridge Investment Management's MGE Energy Inc position peaked at $1.57M in Q4 2022.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Voloridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.