Y-Intercept (HK)’s MGE Energy Inc MGEE Stock Holding History

Y-Intercept (HK)’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 Q3	$1.4M	Buy	+20,200	New	+$1.59M	0.03%	811
2026 Q2	–	Sell	-5,690	Closed	-$440K	–	1989
2026 Q1	$440K	Sell	5,690 -5,012	-47%	-$395K	0.01%	1290
2025 Q4	$839K	Buy	+10,702	New	+$880K	0.02%	1058
2025 Q1	–	Sell	-2,211	Closed	-$208K	–	1452
2024 Q4	$208K	Buy	+2,211	New	+$214K	0.01%	1045
2023 Q1	–	Sell	-3,640	Closed	-$256K	–	1399
2022 Q4	$256K	Sell	3,640 -2,815	-44%	-$193K	0.04%	727
2022 Q3	$424K	Buy	6,455 +1,568	+32%	+$123K	0.04%	593
2022 Q2	$380K	Buy	+4,887	New	+$390K	0.05%	509

Other funds holding MGEE

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Y-Intercept (HK)'s MGEE Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in MGE Energy Inc (MGEE) in Q3 2026: 20,200 shares worth $1.4M. The stake represents 0.03% of the portfolio and ranks #811 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in MGEE as recently as Q1 2026.

Y-Intercept (HK) first reported a position in MGEE in Q2 2022 and has held it in 7 quarters since. 52 funds tracked by Wall St. Rank hold MGEE as of Q3 2026.

Y-Intercept (HK) held 20,200 shares of MGE Energy Inc worth $1.4M as of Q3 2026.
MGE Energy Inc was a new Y-Intercept (HK) position in Q3 2026.
MGE Energy Inc made up 0.03% of Y-Intercept (HK)'s portfolio in Q3 2026, its #811 holding.
Y-Intercept (HK) first reported a position in MGE Energy Inc in Q2 2022 and has held it in 7 quarters since.
52 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.