AB
MGEE icon

Amalgamated Bank’s MGE Energy Inc MGEE Stock Holding History

Amalgamated Bank’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
Q2 		$826K Sell
10,136
-394
-4% -$30.5K 0.01% 1190
2026
Q1 		$814K Sell
10,530
-99
-0.9% -$7.79K 0.01% 1152
2025
Q4 		$834K Buy
10,629
+46
+0.4% +$3.78K 0.01% 1145
2025
Q3 		$891K Buy
10,583
+191
+2% +$16.3K 0.01% 1099
2025
Q2 		$919K Buy
10,392
+83
+0.8% +$7.47K 0.01% 1076
2025
Q1 		$958K Sell
10,309
-359
-3% -$32.7K 0.01% 1038
2024
Q4 		$1M Buy
10,668
+9
+0.1% +$869 0.01% 1049
2024
Q3 		$975K Sell
10,659
-406
-4% -$34.7K 0.01% 1058
2024
Q2 		$827K Sell
11,065
-393
-3% -$30.7K 0.01% 1098
2024
Q1 		$902K Buy
11,458
+7,249
+172% +$508K 0.01% 1085
2023
Q4 		$304K Sell
4,209
-371
-8% -$26.9K ﹤0.01% 1643
2023
Q3 		$314K Hold
4,580
– – ﹤0.01% 1611
2023
Q2 		$362K Buy
4,580
+205
+5% +$15.7K ﹤0.01% 1584
2023
Q1 		$340K Sell
4,375
-873
-17% -$63.2K ﹤0.01% 1588
2022
Q4 		$369K Buy
5,248
+37
+0.7% +$2.54K ﹤0.01% 1603
2022
Q3 		$342K Buy
5,211
+115
+2% +$9.02K ﹤0.01% 1605
2022
Q2 		$397K Buy
5,096
+566
+12% +$45.1K ﹤0.01% 1570
2022
Q1 		$361K Sell
4,530
-193
-4% -$14.7K ﹤0.01% 1689
2021
Q4 		$388K Sell
4,723
-42
-0.9% -$3.23K ﹤0.01% 1701
2021
Q3 		$350K Sell
4,765
-351
-7% -$27.5K ﹤0.01% 1772
2021
Q2 		$381K Buy
5,116
+1,575
+44% +$117K ﹤0.01% 1777
2021
Q1 		$253K Sell
3,541
-294
-8% -$19.8K 0.01% 1353
2020
Q4 		$269K Buy
3,835
+14
+0.4% +$966 0.01% 1284
2020
Q3 		$239K Buy
3,821
+124
+3% +$8.04K 0.01% 1234
2020
Q2 		$238K Sell
3,697
-2,000
-35% -$131K 0.01% 1222
2020
Q1 		$373K Sell
5,697
-189
-3% -$14.1K 0.01% 1044
2019
Q4 		$464K Buy
5,886
+392
+7% +$30.2K 0.01% 1160
2019
Q3 		$439K Sell
5,494
-89
-2% -$6.66K 0.01% 1107
2019
Q2 		$408K Buy
5,583
+759
+16% +$52.2K 0.01% 1188
2019
Q1 		$328K Buy
4,824
+206
+4% +$13.1K 0.01% 1212
2018
Q4 		$277K Sell
4,618
-86
-2% -$5.48K 0.01% 1213
2018
Q3 		$300K Sell
4,704
-41
-0.9% -$2.66K 0.01% 1120
2018
Q2 		$299K Buy
4,745
+105
+2% +$6.12K 0.01% 1321
2018
Q1 		$260K Sell
4,640
-86
-2% -$4.89K 0.01% 1299
2017
Q4 		$298K Buy
4,726
+325
+7% +$21.1K 0.01% 1269
2017
Q3 		$284K Sell
4,401
-71
-2% -$4.59K 0.01% 1240
2017
Q2 		$288K Buy
4,472
+126
+3% +$8.22K 0.01% 1218
2017
Q1 		$282K Sell
4,346
-6
-0.1% -$380 0.01% 1170
2016
Q4 		$284K Buy
4,352
+580
+15% +$34.7K 0.01% 1167
2016
Q3 		$213K Buy
3,772
+10
+0.3% +$563 0.01% 1234
2016
Q2 		$213K Buy
+3,762
New +$195K 0.01% 1218

Other funds holding MGEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
STCG
Speece Thorson Capital Group Minnetonka, Minnesota $468M AUM 19.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Amalgamated Bank's MGEE Position: Q2 2026 in Review

Amalgamated Bank reduced its MGE Energy Inc (MGEE) stake by 3.7% in Q2 2026, selling an estimated $30.5K and leaving 10,136 shares worth $826K. The position accounts for 0.01% of the portfolio, ranked #1190.

Amalgamated Bank first reported a position in MGEE in Q2 2016 and has held it in 41 quarters since. The position peaked at $1M in Q4 2024. 143 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Amalgamated Bank held 10,136 shares of MGE Energy Inc worth $826K as of Q2 2026.
  • Amalgamated Bank sold 394 MGE Energy Inc shares in Q2 2026, an estimated $30.5K.
  • MGE Energy Inc made up 0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1190 holding.
  • Amalgamated Bank first reported a position in MGE Energy Inc in Q2 2016 and has held it in 41 quarters since.
  • Amalgamated Bank's MGE Energy Inc position peaked at $1M in Q4 2024.
  • 143 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.