AT
MGEE icon

Avalon Trust’s MGE Energy Inc MGEE Stock Holding History

Avalon Trust’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 		$48.9K Hold
600
– – ﹤0.01% 281
2026
Q1 		$46.4K Hold
600
– – ﹤0.01% 293
2025
Q4 		$47.1K Hold
600
– – ﹤0.01% 286
2025
Q3 		$50.5K Hold
600
– – ﹤0.01% 318
2025
Q2 		$53.1K Hold
600
– – ﹤0.01% 251
2025
Q1 		$55.8K Hold
600
– – ﹤0.01% 243
2024
Q4 		$56.4K Hold
600
– – ﹤0.01% 212
2024
Q3 		$54.9K Hold
600
– – ﹤0.01% 207
2024
Q2 		$44.8K Hold
600
– – ﹤0.01% 216
2024
Q1 		$47.2K Hold
600
– – ﹤0.01% 222
2023
Q4 		$43.4K Hold
600
– – ﹤0.01% 223
2023
Q3 		$41.1K Hold
600
– – ﹤0.01% 203
2023
Q2 		$47.5K Hold
600
– – ﹤0.01% 209
2023
Q1 		$46.6K Buy
+600
New +$43.5K ﹤0.01% 205

Other funds holding MGEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Avalon Trust's MGEE Position: Q2 2026 in Review

Avalon Trust held its MGE Energy Inc (MGEE) position steady in Q2 2026 at 600 shares worth $48.9K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Avalon Trust first reported a position in MGEE in Q1 2023 and has held it in 14 quarters since. The position peaked at $56.4K in Q4 2024. 338 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Avalon Trust held 600 shares of MGE Energy Inc worth $48.9K as of Q2 2026.
  • Avalon Trust left its MGE Energy Inc share count unchanged in Q2 2026.
  • MGE Energy Inc made up ﹤0.01% of Avalon Trust's portfolio in Q2 2026, its #281 holding.
  • Avalon Trust first reported a position in MGE Energy Inc in Q1 2023 and has held it in 14 quarters since.
  • Avalon Trust's MGE Energy Inc position peaked at $56.4K in Q4 2024.
  • 338 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.