Yousif Capital Management’s MGE Energy Inc MGEE Stock Holding History

Yousif Capital Management’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	$806K	Buy	9,887 +138	+1%	+$10.7K	0.01%	1163
2026 Q1	$754K	Sell	9,749 -143	-1%	-$11.3K	0.01%	1213
2025 Q4	$785K	Sell	9,892 -1,399	-12%	-$115K	0.01%	1206
2025 Q3	$950K	Sell	11,291 -2,327	-17%	-$199K	0.01%	1128
2025 Q2	$1.2M	Buy	13,618 +267	+2%	+$24K	0.01%	1033
2025 Q1	$1.24M	Sell	13,351 -382	-3%	-$34.8K	0.01%	979
2024 Q4	$1.29M	Sell	13,733 -264	-2%	-$25.5K	0.01%	998
2024 Q3	$1.28M	Sell	13,997 -509	-4%	-$43.5K	0.01%	1026
2024 Q2	$1.08M	Sell	14,506 -1,864	-11%	-$146K	0.01%	1088
2024 Q1	$1.29M	Buy	+16,370	New	+$1.15M	0.01%	1058

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

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

Yousif Capital Management's MGEE Position: Q2 2026 in Review

Yousif Capital Management increased its MGE Energy Inc (MGEE) stake by 1.4% in Q2 2026, buying an estimated $10.7K and bringing the position to 9,887 shares worth $806K. The position accounts for 0.01% of the portfolio, ranked #1163.

Yousif Capital Management first reported a position in MGEE in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.29M in Q4 2024. 50 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

Yousif Capital Management held 9,887 shares of MGE Energy Inc worth $806K as of Q2 2026.
Yousif Capital Management bought 138 MGE Energy Inc shares in Q2 2026, an estimated $10.7K.
MGE Energy Inc made up 0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1163 holding.
Yousif Capital Management first reported a position in MGE Energy Inc in Q1 2024 and has held it in 10 quarters since.
Yousif Capital Management's MGE Energy Inc position peaked at $1.29M in Q4 2024.
50 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.