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Waverly Advisors’s MGE Energy Inc MGEE Stock Holding History

Waverly Advisors’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 		$260K Buy
+3,191
New +$247K ﹤0.01% 1489
2014
Q4 		– Sell
-900
Closed -$34K – 573
2014
Q3 		$34K Hold
900
– – 0.02% 270
2014
Q2 		$36K Buy
+900
New +$34.3K 0.02% 266

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

Waverly Advisors's MGEE Position: Q2 2026 in Review

Waverly Advisors opened a new position in MGE Energy Inc (MGEE) in Q2 2026: 3,191 shares worth $260K. The stake represents ﹤0.01% of the portfolio and ranks #1489 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in MGEE as recently as Q3 2014.

Waverly Advisors first reported a position in MGEE in Q2 2014 and has held it in 3 quarters since. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Waverly Advisors held 3,191 shares of MGE Energy Inc worth $260K as of Q2 2026.
  • MGE Energy Inc was a new Waverly Advisors position in Q2 2026.
  • MGE Energy Inc made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1489 holding.
  • Waverly Advisors first reported a position in MGE Energy Inc in Q2 2014 and has held it in 3 quarters since.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.