Bank of America
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Bank of America’s MGE Energy Inc MGEE Stock Holding History

Bank of America’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 		$6.75M Sell
82,804
-17,030
-17% -$1.32M ﹤0.01% 3328
2026
Q1 		$7.72M Buy
99,834
+33,384
+50% +$2.63M ﹤0.01% 3149
2025
Q4 		$5.21M Sell
66,450
-490
-0.7% -$40.3K ﹤0.01% 3354
2025
Q3 		$5.64M Buy
66,940
+8,509
+15% +$726K ﹤0.01% 3873
2025
Q2 		$5.17M Sell
58,431
-13,487
-19% -$1.21M ﹤0.01% 3868
2025
Q1 		$6.69M Sell
71,918
-6,025
-8% -$548K ﹤0.01% 3536
2024
Q4 		$7.32M Buy
77,943
+5,123
+7% +$495K ﹤0.01% 3234
2024
Q3 		$6.66M Sell
72,820
-6,006
-8% -$514K ﹤0.01% 3469
2024
Q2 		$5.89M Buy
78,826
+17,539
+29% +$1.37M ﹤0.01% 3465
2024
Q1 		$4.82M Sell
61,287
-27,285
-31% -$1.91M ﹤0.01% 3645
2023
Q4 		$6.4M Buy
88,572
+27,631
+45% +$2M ﹤0.01% 3336
2023
Q3 		$4.18M Buy
60,941
+10,527
+21% +$798K ﹤0.01% 3573
2023
Q2 		$3.99M Sell
50,414
-14,175
-22% -$1.09M ﹤0.01% 3611
2023
Q1 		$5.02M Buy
64,589
+7,289
+13% +$528K ﹤0.01% 3543
2022
Q4 		$4.03M Buy
57,300
+5,321
+10% +$366K ﹤0.01% 3586
2022
Q3 		$3.41M Buy
51,979
+3,196
+7% +$251K ﹤0.01% 3754
2022
Q2 		$3.8M Sell
48,783
-2,790
-5% -$222K ﹤0.01% 3689
2022
Q1 		$4.12M Sell
51,573
-10,898
-17% -$829K ﹤0.01% 3830
2021
Q4 		$5.14M Buy
62,471
+11,203
+22% +$860K ﹤0.01% 3622
2021
Q3 		$3.77M Sell
51,268
-4,687
-8% -$367K ﹤0.01% 3847
2021
Q2 		$4.17M Sell
55,955
-21,911
-28% -$1.63M ﹤0.01% 3688
2021
Q1 		$5.56M Buy
77,866
+22,985
+42% +$1.55M ﹤0.01% 3296
2020
Q4 		$3.84M Buy
54,881
+7,707
+16% +$532K ﹤0.01% 3367
2020
Q3 		$2.96M Sell
47,174
-5,314
-10% -$344K ﹤0.01% 3379
2020
Q2 		$3.39M Sell
52,488
-3,405
-6% -$222K ﹤0.01% 3206
2020
Q1 		$3.66M Sell
55,893
-4,493
-7% -$335K ﹤0.01% 2957
2019
Q4 		$4.76M Sell
60,386
-3,946
-6% -$304K ﹤0.01% 3283
2019
Q3 		$5.14M Sell
64,332
-2,255
-3% -$169K ﹤0.01% 3178
2019
Q2 		$4.87M Buy
66,587
+6,544
+11% +$450K ﹤0.01% 3266
2019
Q1 		$4.08M Sell
60,043
-32,349
-35% -$2.06M ﹤0.01% 3351
2018
Q4 		$5.54M Buy
92,392
+10,751
+13% +$685K ﹤0.01% 2882
2018
Q3 		$5.21M Sell
81,641
-43,282
-35% -$2.81M ﹤0.01% 3138
2018
Q2 		$7.88M Buy
124,923
+12,054
+11% +$703K ﹤0.01% 2695
2018
Q1 		$6.33M Buy
112,869
+60,753
+117% +$3.46M ﹤0.01% 2855
2017
Q4 		$3.29M Buy
52,116
+6,232
+14% +$405K ﹤0.01% 3509
2017
Q3 		$2.96M Buy
45,884
+582
+1% +$37.7K ﹤0.01% 3653
2017
Q2 		$2.92M Sell
45,302
-7,071
-14% -$461K ﹤0.01% 3546
2017
Q1 		$3.4M Buy
52,373
+2,535
+5% +$160K ﹤0.01% 3391
2016
Q4 		$3.25M Buy
49,838
+31,622
+174% +$1.89M ﹤0.01% 3340
2016
Q3 		$1.03M Buy
18,216
+2,941
+19% +$166K ﹤0.01% 4142
2016
Q2 		$863K Buy
15,275
+6,405
+72% +$332K ﹤0.01% 4283
2016
Q1 		$463K Sell
8,870
-3,339
-27% -$164K ﹤0.01% 4647
2015
Q4 		$566K Buy
12,209
+1,183
+11% +$50.7K ﹤0.01% 4739
2015
Q3 		$454K Sell
11,026
-2,880
-21% -$114K ﹤0.01% 4867
2015
Q2 		$539K Buy
13,906
+3,504
+34% +$142K ﹤0.01% 4642
2015
Q1 		$461K Sell
10,402
-5,005
-32% -$222K ﹤0.01% 4373
2014
Q4 		$703K Buy
15,407
+391
+3% +$16.9K ﹤0.01% 4333
2014
Q3 		$560K Buy
15,016
+136
+0.9% +$5.32K ﹤0.01% 4482
2014
Q2 		$587K Buy
14,880
+3,866
+35% +$147K ﹤0.01% 4456
2014
Q1 		$432K Buy
11,014
+728
+7% +$27.9K ﹤0.01% 4738
2013
Q4 		$396K Buy
10,286
+1,481
+17% +$54.9K ﹤0.01% 4955
2013
Q3 		$320K Sell
8,805
-21,753
-71% -$813K ﹤0.01% 5029
2013
Q2 		$1.12M Buy
+30,558
New +$1.12M ﹤0.01% 3897

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

Bank of America's MGEE Position: Q2 2026 in Review

Bank of America reduced its MGE Energy Inc (MGEE) stake by 17% in Q2 2026, selling an estimated $1.32M and leaving 82,804 shares worth $6.75M. The position accounts for ﹤0.01% of the portfolio, ranked #3328.

Bank of America first reported a position in MGEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.88M in Q2 2018. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Bank of America held 82,804 shares of MGE Energy Inc worth $6.75M as of Q2 2026.
  • Bank of America sold 17,030 MGE Energy Inc shares in Q2 2026, an estimated $1.32M.
  • MGE Energy Inc made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #3328 holding.
  • Bank of America first reported a position in MGE Energy Inc in Q2 2013 and has held it in 53 quarters since.
  • Bank of America's MGE Energy Inc position peaked at $7.88M in Q2 2018.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.