ZP
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Zimmer Partners’s MGE Energy Inc MGEE Stock Holding History

Zimmer Partners’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 		$81.5M Buy
+1,000,000
New +$77.5M 1.88% 15
2025
Q3 		– Sell
-490
Closed -$43.3K – 180
2025
Q2 		$43.3K Buy
+490
New +$44.1K ﹤0.01% 158
2023
Q1 		– Sell
-56,000
Closed -$3.94M – 111
2022
Q4 		$3.94M Buy
56,000
+24,900
+80% +$1.71M 0.08% 67
2022
Q3 		$2.04M Buy
+31,100
New +$2.44M 0.04% 79
2022
Q2 		– Sell
-136,400
Closed -$10.9M – 117
2022
Q1 		$10.9M Buy
136,400
+23,900
+21% +$1.82M 0.16% 81
2021
Q4 		$9.25M Sell
112,500
-187,500
-63% -$14.4M 0.14% 85
2021
Q3 		$22.1M Sell
300,000
-119,208
-28% -$9.33M 0.35% 70
2021
Q2 		$31.2M Sell
419,208
-39,194
-9% -$2.92M 0.42% 59
2021
Q1 		$32.7M Sell
458,402
-66,209
-13% -$4.46M 0.44% 63
2020
Q4 		$36.7M Sell
524,611
-263,490
-33% -$18.2M 0.54% 51
2020
Q3 		$49.4M Buy
788,101
+70,511
+10% +$4.57M 0.76% 37
2020
Q2 		$46.3M Buy
+717,590
New +$46.8M 0.63% 43

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
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Zimmer Partners's MGEE Position: Q2 2026 in Review

Zimmer Partners opened a new position in MGE Energy Inc (MGEE) in Q2 2026: 1,000,000 shares worth $81.5M. The stake represents 1.88% of the portfolio and ranks #15 among its holdings. This is a return to the name: Zimmer Partners previously reported a position in MGEE as recently as Q2 2025.

Zimmer Partners first reported a position in MGEE in Q2 2020 and has held it in 12 quarters since. 338 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Zimmer Partners held 1,000,000 shares of MGE Energy Inc worth $81.5M as of Q2 2026.
  • MGE Energy Inc was a new Zimmer Partners position in Q2 2026.
  • MGE Energy Inc made up 1.88% of Zimmer Partners's portfolio in Q2 2026, its #15 holding.
  • Zimmer Partners first reported a position in MGE Energy Inc in Q2 2020 and has held it in 12 quarters since.
  • 338 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Zimmer Partners's 13F filing for Q2 2026, filed 14 Aug 2026.