AllianceBernstein’s MGE Energy Inc MGEE Stock Holding History

AllianceBernstein’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 Q1	$3.16M	Sell	40,304 -2,595	-6%	-$204K	﹤0.01%	1752
2025 Q4	$3.36M	Buy	42,899 +2,484	+6%	+$204K	﹤0.01%	1732
2025 Q3	$3.4M	Hold	40,415	–	–	﹤0.01%	1707
2025 Q2	$3.57M	Buy	40,415 +15	+0%	+$1.35K	﹤0.01%	1642
2025 Q1	$3.76M	Buy	40,400 +140	+0.3%	+$12.7K	﹤0.01%	1568
2024 Q4	$3.78M	Buy	40,260 +13	+0%	+$1.26K	﹤0.01%	1624
2024 Q3	$3.68M	Sell	40,247 -2,230	-5%	-$191K	﹤0.01%	1662
2024 Q2	$3.17M	Buy	42,477 +2,603	+7%	+$203K	﹤0.01%	1698
2024 Q1	$3.14M	Buy	39,874 +2,054	+5%	+$144K	﹤0.01%	1671
2023 Q4	$2.73M	Hold	37,820	–	–	﹤0.01%	1772
2023 Q3	$2.59M	Hold	37,820	–	–	﹤0.01%	1739
2023 Q2	$2.99M	Hold	37,820	–	–	﹤0.01%	1676
2023 Q1	$2.94M	Hold	37,820	–	–	﹤0.01%	1659
2022 Q4	$2.66M	Hold	37,820	–	–	﹤0.01%	1752
2022 Q3	$2.48M	Hold	37,820	–	–	﹤0.01%	1745
2022 Q2	$2.94M	Hold	37,820	–	–	﹤0.01%	1715
2022 Q1	$3.02M	Buy	37,820 +200	+0.5%	+$15.2K	﹤0.01%	1845
2021 Q4	$3.09M	Hold	37,620	–	–	﹤0.01%	1885
2021 Q3	$2.77M	Sell	37,620 -2,100	-5%	-$164K	﹤0.01%	1968
2021 Q2	$2.96M	Sell	39,720 -4,900	-11%	-$365K	﹤0.01%	1944
2021 Q1	$3.19M	Sell	44,620 -1,500	-3%	-$101K	﹤0.01%	1825
2020 Q4	$3.23M	Hold	46,120	–	–	﹤0.01%	1726
2020 Q3	$2.89M	Sell	46,120 -1,500	-3%	-$97.2K	﹤0.01%	1644
2020 Q2	$3.07M	Sell	47,620 -3,400	-7%	-$222K	﹤0.01%	1605
2020 Q1	$3.34M	Hold	51,020	–	–	﹤0.01%	1381
2019 Q4	$4.02M	Hold	51,020	–	–	﹤0.01%	1556
2019 Q3	$4.08M	Buy	51,020 +1,200	+2%	+$89.8K	﹤0.01%	1523
2019 Q2	$3.64M	Hold	49,820	–	–	﹤0.01%	1617
2019 Q1	$3.39M	Hold	49,820	–	–	﹤0.01%	1598
2018 Q4	$2.99M	Buy	49,820 +6,250	+14%	+$398K	﹤0.01%	1602
2018 Q3	$2.78M	Sell	43,570 -1,000	-2%	-$64.9K	﹤0.01%	1710
2018 Q2	$2.81M	Sell	44,570 -1,900	-4%	-$111K	﹤0.01%	1683
2018 Q1	$2.61M	Sell	46,470 -2,700	-5%	-$154K	﹤0.01%	1650
2017 Q4	$3.1M	Sell	49,170 -35,690	-42%	-$2.32M	﹤0.01%	1541
2017 Q3	$5.48M	Sell	84,860 -1,280	-1%	-$82.8K	﹤0.01%	1173
2017 Q2	$5.54M	Buy	86,140 +630	+0.7%	+$41.1K	﹤0.01%	1163
2017 Q1	$5.56M	Hold	85,510	–	–	﹤0.01%	1140
2016 Q4	$5.58M	Buy	85,510 +33,240	+64%	+$1.99M	﹤0.01%	1133
2016 Q3	$2.95M	Hold	52,270	–	–	﹤0.01%	1487
2016 Q2	$2.95M	Sell	52,270 -2,500	-5%	-$129K	﹤0.01%	1386
2016 Q1	$2.86M	Buy	54,770 +1,700	+3%	+$83.7K	﹤0.01%	1352
2015 Q4	$2.46M	Sell	53,070 -1,900	-3%	-$81.4K	﹤0.01%	1451
2015 Q3	$2.26M	Sell	54,970 -770	-1%	-$30.4K	﹤0.01%	1553
2015 Q2	$2.16M	Buy	55,740 +900	+2%	+$36.5K	﹤0.01%	1724
2015 Q1	$2.43M	Hold	54,840	–	–	﹤0.01%	1585
2014 Q4	$2.5M	Hold	54,840	–	–	﹤0.01%	1580
2014 Q3	$2.04M	Hold	54,840	–	–	﹤0.01%	1699
2014 Q2	$2.17M	Sell	54,840 -2,576	-4%	-$98.2K	﹤0.01%	1713
2014 Q1	$2.25M	Buy	57,416 +56	+0.1%	+$2.14K	﹤0.01%	1629
2013 Q4	$2.21M	Hold	57,360	–	–	﹤0.01%	1639
2013 Q3	$2.09M	Buy	57,360 +1,669	+3%	+$62.3K	﹤0.01%	1641
2013 Q2	$2.03M	Buy	+55,691	New	+$2.04M	﹤0.01%	1593

Other funds holding MGEE

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

AllianceBernstein's MGEE Position: Q1 2026 in Review

AllianceBernstein reduced its MGE Energy Inc (MGEE) stake by 6% in Q1 2026, selling an estimated $204K and leaving 40,304 shares worth $3.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

AllianceBernstein first reported a position in MGEE in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.58M in Q4 2016. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

AllianceBernstein held 40,304 shares of MGE Energy Inc worth $3.16M as of Q1 2026.
AllianceBernstein sold 2,595 MGE Energy Inc shares in Q1 2026, an estimated $204K.
MGE Energy Inc made up ﹤0.01% of AllianceBernstein's portfolio in Q1 2026, its #1752 holding.
AllianceBernstein first reported a position in MGE Energy Inc in Q2 2013 and has held it in 52 quarters since.
AllianceBernstein's MGE Energy Inc position peaked at $5.58M in Q4 2016.
317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on AllianceBernstein's 13F filing for Q1 2026, filed 15 May 2026.