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Xponance’s MGE Energy Inc MGEE Stock Holding History

Xponance’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 		$308K Buy
3,779
+308
+9% +$23.9K ﹤0.01% 1381
2026
Q1 		$268K Buy
3,471
+576
+20% +$45.4K ﹤0.01% 1338
2025
Q4 		$227K Buy
2,895
+16
+0.6% +$1.31K ﹤0.01% 1325
2025
Q3 		$242K Buy
2,879
+33
+1% +$2.82K ﹤0.01% 1261
2025
Q2 		$252K Buy
2,846
+121
+4% +$10.9K ﹤0.01% 1219
2025
Q1 		$253K Buy
2,725
+131
+5% +$11.9K ﹤0.01% 1158
2024
Q4 		$244K Buy
2,594
+217
+9% +$21K ﹤0.01% 1210
2024
Q3 		$217K Buy
+2,377
New +$203K ﹤0.01% 1218

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

Xponance's MGEE Position: Q2 2026 in Review

Xponance increased its MGE Energy Inc (MGEE) stake by 8.9% in Q2 2026, buying an estimated $23.9K and bringing the position to 3,779 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Xponance first reported a position in MGEE in Q3 2024 and has held it in 8 quarters since. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Xponance held 3,779 shares of MGE Energy Inc worth $308K as of Q2 2026.
  • Xponance bought 308 MGE Energy Inc shares in Q2 2026, an estimated $23.9K.
  • MGE Energy Inc made up ﹤0.01% of Xponance's portfolio in Q2 2026, its #1381 holding.
  • Xponance first reported a position in MGE Energy Inc in Q3 2024 and has held it in 8 quarters since.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.