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
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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Zimmer Partners's MGEE Position: Q3 2025 in Review

Zimmer Partners sold out of MGE Energy Inc (MGEE) in Q3 2025, closing a stake of 490 shares — an estimated $43.3K sold.

Zimmer Partners first reported a position in MGEE in Q2 2020 and held it in 11 quarters. The position peaked at $49.4M in Q3 2020. 304 funds tracked by Wall St. Rank hold MGEE as of Q3 2025.

Zimmer Partners reported no remaining MGE Energy Inc position as of Q3 2025 after selling out during the quarter.
Zimmer Partners sold 490 MGE Energy Inc shares in Q3 2025, an estimated $43.3K.
Zimmer Partners first reported a position in MGE Energy Inc in Q2 2020 and held it in 11 quarters.
Zimmer Partners's MGE Energy Inc position peaked at $49.4M in Q3 2020.
304 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2025.

Based on Zimmer Partners's 13F filing for Q3 2025, filed 14 Nov 2025.