Baird Financial Group’s MGE Energy Inc MGEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $393K | Sell |
5,085
-1,276
| -20% | -$100K | ﹤0.01% | 1550 |
|
|
2025
Q4 | $499K | Buy |
6,361
+1,175
| +23% | +$96.6K | ﹤0.01% | 1475 |
|
|
2025
Q3 | $437K | Sell |
5,186
-456
| -8% | -$38.9K | ﹤0.01% | 1515 |
|
|
2025
Q2 | $499K | Sell |
5,642
-336
| -6% | -$30.2K | ﹤0.01% | 1413 |
|
|
2025
Q1 | $556K | Sell |
5,978
-1,555
| -21% | -$141K | ﹤0.01% | 1366 |
|
|
2024
Q4 | $708K | Buy |
7,533
+1,500
| +25% | +$145K | ﹤0.01% | 1280 |
|
|
2024
Q3 | $552K | Buy |
6,033
+46
| +0.8% | +$3.93K | ﹤0.01% | 1345 |
|
|
2024
Q2 | $447K | Buy |
5,987
+1,275
| +27% | +$99.6K | ﹤0.01% | 1432 |
|
|
2024
Q1 | $371K | Sell |
4,712
-1,976
| -30% | -$138K | ﹤0.01% | 1487 |
|
|
2023
Q4 | $484K | Sell |
6,688
-883
| -12% | -$63.9K | ﹤0.01% | 1361 |
|
|
2023
Q3 | $519K | Buy |
7,571
+601
| +9% | +$45.6K | ﹤0.01% | 1319 |
|
|
2023
Q2 | $551K | Buy |
6,970
+783
| +13% | +$60.1K | ﹤0.01% | 1306 |
|
|
2023
Q1 | $481K | Buy |
6,187
+1,537
| +33% | +$111K | ﹤0.01% | 1332 |
|
|
2022
Q4 | $327K | Buy |
4,650
+1,025
| +28% | +$70.4K | ﹤0.01% | 1424 |
|
|
2022
Q3 | $238K | Sell |
3,625
-12
| -0.3% | -$941 | ﹤0.01% | 1547 |
|
|
2022
Q2 | $283K | Buy |
3,637
+540
| +17% | +$43.1K | ﹤0.01% | 1577 |
|
|
2022
Q1 | $247K | Buy |
3,097
+8
| +0.3% | +$608 | ﹤0.01% | 1692 |
|
|
2021
Q4 | $254K | Hold |
3,089
| – | – | ﹤0.01% | 1737 |
|
|
2021
Q3 | $227K | Buy |
+3,089
| New | +$242K | ﹤0.01% | 1763 |
|
|
2020
Q1 | – | Sell |
-3,811
| Closed | -$300K | – | 1505 |
|
|
2019
Q4 | $300K | Buy |
+3,811
| New | +$294K | ﹤0.01% | 1327 |
|
|
2018
Q4 | – | Sell |
-3,438
| Closed | -$216K | – | 1326 |
|
|
2018
Q3 | $216K | Sell |
3,438
-607
| -15% | -$39.4K | ﹤0.01% | 1267 |
|
|
2018
Q2 | $255K | Buy |
+4,045
| New | +$236K | ﹤0.01% | 1186 |
|
|
2017
Q4 | – | Sell |
-3,737
| Closed | -$241K | – | 1285 |
|
|
2017
Q3 | $241K | Buy |
3,737
+170
| +5% | +$11K | ﹤0.01% | 1143 |
|
|
2017
Q2 | $230K | Sell |
3,567
-22
| -0.6% | -$1.44K | ﹤0.01% | 1144 |
|
|
2017
Q1 | $233K | Sell |
3,589
-150
| -4% | -$9.49K | ﹤0.01% | 1132 |
|
|
2016
Q4 | $244K | Sell |
3,739
-350
| -9% | -$20.9K | ﹤0.01% | 1096 |
|
|
2016
Q3 | $231K | Hold |
4,089
| – | – | ﹤0.01% | 1115 |
|
|
2016
Q2 | $231K | Hold |
4,089
| – | – | ﹤0.01% | 1109 |
|
|
2016
Q1 | $214K | Sell |
4,089
-550
| -12% | -$27.1K | ﹤0.01% | 1138 |
|
|
2015
Q4 | $215K | Buy |
+4,639
| New | +$199K | ﹤0.01% | 1145 |
|
|
2015
Q3 | – | Sell |
-5,417
| Closed | -$210K | – | 1296 |
|
|
2015
Q2 | $210K | Buy |
+5,417
| New | +$220K | ﹤0.01% | 1213 |
|
Other funds holding MGEE
VPM
VCM
Baird Financial Group's MGEE Position: Q1 2026 in Review
Baird Financial Group reduced its MGE Energy Inc (MGEE) stake by 20% in Q1 2026, selling an estimated $100K and leaving 5,085 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #1550.
Baird Financial Group first reported a position in MGEE in Q2 2015 and has held it in 31 quarters since. The position peaked at $708K in Q4 2024. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.
- Baird Financial Group held 5,085 shares of MGE Energy Inc worth $393K as of Q1 2026.
- Baird Financial Group sold 1,276 MGE Energy Inc shares in Q1 2026, an estimated $100K.
- MGE Energy Inc made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1550 holding.
- Baird Financial Group first reported a position in MGE Energy Inc in Q2 2015 and has held it in 31 quarters since.
- Baird Financial Group's MGE Energy Inc position peaked at $708K in Q4 2024.
- 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.
Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.