MGE Energy, Inc.

Frequently Asked Questions About MGEE

What does MGEE invest in?

MGE Energy, Inc. operates as a public utility holding company, primarily conducting its business in Wisconsin through various subsidiary entities. The company's operations are divided into several key segments: Regulated Electric Utility, Regulated Gas Utility, Nonregulated Energy, Transmission Investments, and an "All Other" category. Its core activities involve the generation, acquisition, and delivery of electricity, utilizing owned or leased power generation facilities situated in both Wisconsin and Iowa. Furthermore, MGE Energy undertakes the planning, construction, operation, maintenance, and expansion of transmission infrastructure to provide essential transmission services. The company's electricity generation portfolio includes coal-fired, gas-fired, and renewable energy sources, supplemented by power purchased under both short-term and long-term agreements. As of December 31, 2021, MGE Energy was supplying electricity to 159,000 customers in Dane County, Wisconsin, and distributing natural gas to 169,000 customers across seven Wisconsin counties. The company maintains its corporate headquarters in Madison, Wisconsin.

What is the expense ratio of MGEE?

An expense ratio for MGE Energy, Inc. (MGEE) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is MGEE?

MGE Energy, Inc. (MGEE) manages $3.11B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is MGEE actively managed or an index fund?

MGEE's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was MGEE launched?

MGE Energy, Inc. (MGEE) launched in March 1980 and is managed by the fund issuer.

How has MGEE performed?

MGEE's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.