Chuck Royce's MGEE Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 21,552 shares of MGE Energy, Inc. (MGEE) worth $1.67 M, representing 0.02% of the portfolio. First purchased in 2017-Q3, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in MGEE, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 7,099 shares. Largest reduction occurred in Q1 2026, reducing 3,325 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's MGE Energy (MGEE) Holding Value Over Time
Track share changes against reported price movement
Quarterly MGE Energy (MGEE) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -3,325 | Reduce 13.37% | 21,552 | $77.29 |
| Q4 2025 | -311 | Reduce 1.23% | 24,877 | $78.42 |
| Q3 2025 | +266 | Add 1.07% | 25,188 | $84.18 |
| Q2 2025 | +3,518 | Add 16.44% | 24,922 | $88.44 |
| Q1 2025 | +5,123 | Add 31.47% | 21,404 | $92.96 |
| Q4 2024 | +4,613 | Add 39.54% | 16,281 | $93.96 |
| Q3 2024 | +7,099 | Add 155.37% | 11,668 | $91.45 |
| Q2 2024 | +4,569 | New Buy | 4,569 | $74.72 |
| Q3 2018 | -395 | Sold Out | 0 | $0.00 |
| Q2 2018 | +158 | Add 66.67% | 395 | $63.29 |
| Q1 2018 | +18 | Add 8.22% | 237 | $54.85 |
| Q4 2017 | +27 | Add 14.06% | 219 | $63.93 |
| Q3 2017 | +192 | New Buy | 192 | $62.50 |
Chuck Royce's MGE Energy Investment FAQs
Chuck Royce first purchased MGE Energy, Inc. (MGEE) in Q3 2017, acquiring 192 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held MGE Energy, Inc. (MGEE) for 13 quarters since Q3 2017.
Chuck Royce's largest addition to MGE Energy, Inc. (MGEE) was in Q3 2024, adding 11,668 shares worth $1.07 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 21,552 shares of MGE Energy, Inc. (MGEE), valued at approximately $1.67 M.
As of the Q1 2026 filing, MGE Energy, Inc. (MGEE) represents approximately 0.02% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in MGE Energy, Inc. (MGEE) was 25,188 shares, as reported at the end of Q3 2025.