Cliff Asness's MGEE Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 300,293 shares of MGE Energy, Inc. (MGEE) worth $24.49 M, representing 0.01% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 52 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in MGEE, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2026, adding 266,075 shares. Largest reduction occurred in Q3 2020, reducing 23,078 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's MGE Energy (MGEE) Holding Value Over Time
Track share changes against reported price movement
Quarterly MGE Energy (MGEE) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +266,075 | Add 777.59% | 300,293 | $81.54 |
| Q1 2026 | +6,441 | Add 23.19% | 34,218 | $77.29 |
| Q4 2025 | -2,512 | Reduce 8.29% | 27,777 | $78.42 |
| Q3 2025 | +16,493 | Add 119.55% | 30,289 | $84.18 |
| Q2 2025 | +5,521 | Add 66.72% | 13,796 | $88.44 |
| Q1 2025 | +1,312 | Add 18.84% | 8,275 | $92.96 |
| Q4 2024 | -250 | Reduce 3.47% | 6,963 | $93.95 |
| Q3 2024 | +1,554 | Add 27.46% | 7,213 | $91.45 |
| Q2 2024 | -117 | Reduce 2.03% | 5,659 | $74.72 |
| Q1 2024 | +1,906 | Add 49.25% | 5,776 | $78.72 |
| Q4 2023 | -727 | Reduce 15.81% | 3,870 | $72.31 |
| Q3 2023 | -3,583 | Reduce 43.80% | 4,597 | $68.52 |
| Q2 2023 | -701 | Reduce 7.89% | 8,180 | $79.11 |
| Q1 2023 | -2,564 | Reduce 22.40% | 8,881 | $77.67 |
| Q4 2022 | +362 | Add 3.27% | 11,445 | $70.40 |
| Q3 2022 | -921 | Reduce 7.67% | 11,083 | $65.60 |
| Q2 2022 | +4,208 | Add 53.98% | 12,004 | $77.81 |
| Q1 2022 | +7,796 | New Buy | 7,796 | $79.78 |
| Q1 2021 | -3,124 | Sold Out | 0 | $0.00 |
| Q4 2020 | -5,928 | Reduce 65.49% | 3,124 | $70.10 |
| Q3 2020 | -23,078 | Reduce 71.83% | 9,052 | $62.64 |
| Q2 2020 | -10,389 | Reduce 24.43% | 32,130 | $64.52 |
| Q1 2020 | +34,016 | Add 400.05% | 42,519 | $65.48 |
| Q4 2019 | -4,048 | Reduce 32.25% | 8,503 | $78.80 |
| Q3 2019 | +1,181 | Add 10.39% | 12,551 | $79.83 |
| Q2 2019 | +802 | Add 7.59% | 11,370 | $73.09 |
| Q1 2019 | +2,845 | Add 36.84% | 10,568 | $67.94 |
| Q4 2018 | -14,833 | Reduce 65.76% | 7,723 | $59.95 |
| Q3 2018 | +783 | Add 3.60% | 22,556 | $63.84 |
| Q2 2018 | -1,070 | Reduce 4.68% | 21,773 | $63.01 |
| Q1 2018 | -14,824 | Reduce 39.36% | 22,843 | $56.12 |
| Q4 2017 | +1,591 | Add 4.41% | 37,667 | $63.11 |
| Q3 2017 | +2,679 | Add 8.02% | 36,076 | $64.59 |
| Q2 2017 | +9,374 | Add 39.02% | 33,397 | $64.35 |
| Q1 2017 | -6,718 | Reduce 21.85% | 24,023 | $65.02 |
| Q4 2016 | -6,363 | Reduce 17.15% | 30,741 | $65.29 |
| Q3 2016 | +21,281 | Add 134.49% | 37,104 | $56.49 |
| Q2 2016 | +3,966 | Add 33.45% | 15,823 | $56.50 |
| Q1 2016 | +3,019 | Add 34.16% | 11,857 | $52.29 |
| Q4 2015 | -1,497 | Reduce 14.48% | 8,838 | $46.39 |
| Q3 2015 | -2,537 | Reduce 19.71% | 10,335 | $41.22 |
| Q2 2015 | -2,028 | Reduce 13.61% | 12,872 | $38.77 |
| Q1 2015 | +8,800 | Add 144.26% | 14,900 | $44.30 |
| Q4 2014 | +6,100 | New Buy | 6,100 | $45.57 |
| Q3 2014 | -11,267 | Sold Out | 0 | $0.00 |
| Q2 2014 | -4,000 | Reduce 26.20% | 11,267 | $39.50 |
| Q1 2014 | -900 | Reduce 5.57% | 15,267 | $39.23 |
| Q4 2013 | -13,899 | Reduce 46.23% | 16,167 | $38.60 |
| Q3 2013 | -6,150 | Reduce 16.98% | 30,066 | $36.35 |
| Q2 2013 | +36,216 | Add 0.00% | 36,216 | $36.50 |
| Q4 2012 | +49,167 | Add 0.00% | 49,167 | $33.97 |
Cliff Asness's MGE Energy Investment FAQs
Cliff Asness first purchased MGE Energy, Inc. (MGEE) in Q4 2012, acquiring 49,167 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held MGE Energy, Inc. (MGEE) for 52 quarters since Q4 2012.
Cliff Asness's largest addition to MGE Energy, Inc. (MGEE) was in Q2 2026, adding 300,293 shares worth $24.49 M.
According to the latest 13F filing for Q2 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 300,293 shares of MGE Energy, Inc. (MGEE), valued at approximately $24.49 M.
As of the Q2 2026 filing, MGE Energy, Inc. (MGEE) represents approximately 0.01% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in MGE Energy, Inc. (MGEE) was 300,293 shares, as reported at the end of Q2 2026.