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 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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Y-Intercept (HK)'s MGEE Position: Q2 2026 in Review

Y-Intercept (HK) sold out of MGE Energy Inc (MGEE) in Q2 2026, closing a stake of 5,690 shares — an estimated $440K sold.

Y-Intercept (HK) first reported a position in MGEE in Q2 2022 and held it in 6 quarters. The position peaked at $839K in Q4 2025. 50 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

Y-Intercept (HK) reported no remaining MGE Energy Inc position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 5,690 MGE Energy Inc shares in Q2 2026, an estimated $440K.
Y-Intercept (HK) first reported a position in MGE Energy Inc in Q2 2022 and held it in 6 quarters.
Y-Intercept (HK)'s MGE Energy Inc position peaked at $839K in Q4 2025.
50 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.