William Blair & Company’s MGE Energy Inc MGEE Stock Holding History

William Blair & Company’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	$232K	Sell	3,005 -95	-3%	-$7.48K	﹤0.01%	1423
2025 Q4	$243K	Sell	3,100 -900	-23%	-$74K	﹤0.01%	1387
2025 Q3	$337K	Hold	4,000	–	–	﹤0.01%	1267
2025 Q2	$354K	Hold	4,000	–	–	﹤0.01%	1200
2025 Q1	$372K	Hold	4,000	–	–	﹤0.01%	1179
2024 Q4	$376K	Hold	4,000	–	–	﹤0.01%	1192
2024 Q3	$366K	Sell	4,000 -150	-4%	-$12.8K	﹤0.01%	1218
2024 Q2	$310K	Sell	4,150 -200	-5%	-$15.6K	﹤0.01%	1260
2024 Q1	$342K	Hold	4,350	–	–	﹤0.01%	1206
2023 Q4	$315K	Hold	4,350	–	–	﹤0.01%	1231
2023 Q3	$298K	Sell	4,350 -367	-8%	-$27.8K	﹤0.01%	1238
2023 Q2	$373K	Hold	4,717	–	–	﹤0.01%	1165
2023 Q1	$366K	Hold	4,717	–	–	﹤0.01%	1158
2022 Q4	$332K	Hold	4,717	–	–	﹤0.01%	1185
2022 Q3	$310K	Sell	4,717 -3,375	-42%	-$265K	﹤0.01%	1215
2022 Q2	$630K	Hold	8,092	–	–	﹤0.01%	991
2022 Q1	$646K	Sell	8,092 -200	-2%	-$15.2K	﹤0.01%	1067
2021 Q4	$682K	Buy	8,292 +150	+2%	+$11.5K	﹤0.01%	1095
2021 Q3	$598K	Hold	8,142	–	–	﹤0.01%	1094
2021 Q2	$606K	Sell	8,142 -96	-1%	-$7.16K	﹤0.01%	1086
2021 Q1	$588K	Hold	8,238	–	–	﹤0.01%	1067
2020 Q4	$577K	Sell	8,238 -115	-1%	-$7.93K	﹤0.01%	1044
2020 Q3	$523K	Buy	8,353 +3,078	+58%	+$199K	﹤0.01%	957
2020 Q2	$340K	Hold	5,275	–	–	﹤0.01%	1048
2020 Q1	$345K	Hold	5,275	–	–	﹤0.01%	977
2019 Q4	$416K	Sell	5,275 -15	-0.3%	-$1.16K	﹤0.01%	1056
2019 Q3	$423K	Hold	5,290	–	–	﹤0.01%	999
2019 Q2	$387K	Sell	5,290 -460	-8%	-$31.6K	﹤0.01%	1062
2019 Q1	$391K	Buy	5,750 +45	+0.8%	+$2.86K	﹤0.01%	1045
2018 Q4	$342K	Sell	5,705 -110	-2%	-$7.01K	﹤0.01%	1046
2018 Q3	$371K	Hold	5,815	–	–	﹤0.01%	1051
2018 Q2	$367K	Hold	5,815	–	–	﹤0.01%	1041
2018 Q1	$326K	Hold	5,815	–	–	﹤0.01%	1047
2017 Q4	$367K	Hold	5,815	–	–	﹤0.01%	1062
2017 Q3	$376K	Hold	5,815	–	–	﹤0.01%	1030
2017 Q2	$374K	Sell	5,815 -600	-9%	-$39.2K	﹤0.01%	1086
2017 Q1	$411K	Buy	6,415 +540	+9%	+$34.2K	﹤0.01%	965
2016 Q4	$384K	Hold	5,875	–	–	﹤0.01%	924
2016 Q3	$332K	Sell	5,875 -150	-2%	-$8.45K	﹤0.01%	983
2016 Q2	$341K	Sell	6,025 -100	-2%	-$5.18K	﹤0.01%	936
2016 Q1	$320K	Sell	6,125 -3,010	-33%	-$148K	﹤0.01%	913
2015 Q4	$423K	Sell	9,135 -225	-2%	-$9.64K	﹤0.01%	855
2015 Q3	$385K	Buy	9,360 +530	+6%	+$20.9K	﹤0.01%	1072
2015 Q2	$341K	Hold	8,830	–	–	﹤0.01%	1891
2015 Q1	$390K	Buy	8,830 +380	+4%	+$16.9K	﹤0.01%	1805
2014 Q4	$384K	Hold	8,450	–	–	﹤0.01%	1767
2014 Q3	$314K	Hold	8,450	–	–	﹤0.01%	1822
2014 Q2	$334K	Buy	8,450 +150	+2%	+$5.72K	﹤0.01%	1774
2014 Q1	$325K	Buy	8,300 +399	+5%	+$15.3K	﹤0.01%	1740
2013 Q4	$304K	Buy	7,901 +60	+0.8%	+$2.22K	﹤0.01%	1738
2013 Q3	$284K	Sell	7,841 -400	-5%	-$14.9K	﹤0.01%	1741
2013 Q2	$300K	Buy	+8,241	New	+$302K	﹤0.01%	1665

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

William Blair & Company's MGEE Position: Q1 2026 in Review

William Blair & Company reduced its MGE Energy Inc (MGEE) stake by 3.1% in Q1 2026, selling an estimated $7.48K and leaving 3,005 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

William Blair & Company first reported a position in MGEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $682K in Q4 2021. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

William Blair & Company held 3,005 shares of MGE Energy Inc worth $232K as of Q1 2026.
William Blair & Company sold 95 MGE Energy Inc shares in Q1 2026, an estimated $7.48K.
MGE Energy Inc made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1423 holding.
William Blair & Company first reported a position in MGE Energy Inc in Q2 2013 and has held it in 52 quarters since.
William Blair & Company's MGE Energy Inc position peaked at $682K in Q4 2021.
317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.