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

Bank of Montreal’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 		$3.44M Buy
44,565
+12,816
+40% +$1.01M ﹤0.01% 1462
2025
Q4 		$2.49M Buy
31,749
+17,323
+120% +$1.42M ﹤0.01% 1572
2025
Q3 		$1.21M Sell
14,426
-3,463
-19% -$296K ﹤0.01% 1877
2025
Q2 		$1.58M Buy
17,889
+3,731
+26% +$336K ﹤0.01% 1681
2025
Q1 		$1.32M Buy
14,158
+1,087
+8% +$98.9K ﹤0.01% 1691
2024
Q4 		$1.23M Buy
13,071
+509
+4% +$49.2K ﹤0.01% 1774
2024
Q3 		$1.14M Buy
12,562
+3,413
+37% +$292K ﹤0.01% 1968
2024
Q2 		$705K Buy
9,149
+140
+2% +$10.9K ﹤0.01% 2220
2024
Q1 		$710K Buy
9,009
+2,962
+49% +$208K ﹤0.01% 2207
2023
Q4 		$441K Sell
6,047
-528
-8% -$38.2K ﹤0.01% 2591
2023
Q3 		$487K Sell
6,575
-539
-8% -$40.9K ﹤0.01% 2474
2023
Q2 		$572K Buy
+7,114
New +$546K ﹤0.01% 2495
2022
Q2 		– Sell
-10,397
Closed -$833K – 4298
2022
Q1 		$833K Buy
+10,397
New +$791K ﹤0.01% 2483
2021
Q2 		– Sell
-17,117
Closed -$1.24M – 4429
2021
Q1 		$1.24M Sell
17,117
-2,436
-12% -$164K ﹤0.01% 2041
2020
Q4 		$1.33M Buy
19,553
+3,842
+24% +$265K ﹤0.01% 2053
2020
Q3 		$1.02M Sell
15,711
-1,119
-7% -$72.5K ﹤0.01% 1972
2020
Q2 		$1.04M Buy
16,830
+2,464
+17% +$161K ﹤0.01% 1903
2020
Q1 		$930K Sell
14,366
-5,121
-26% -$382K ﹤0.01% 1731
2019
Q4 		$1.54M Sell
19,487
-9,109
-32% -$702K ﹤0.01% 2016
2019
Q3 		$2.29M Buy
28,596
+475
+2% +$35.5K ﹤0.01% 1597
2019
Q2 		$2.06M Sell
28,121
-964
-3% -$66.3K ﹤0.01% 1671
2019
Q1 		$1.98M Sell
29,085
-3,352
-10% -$213K ﹤0.01% 1686
2018
Q4 		$1.95M Sell
32,437
-166
-0.5% -$10.6K ﹤0.01% 1528
2018
Q3 		$2.08M Sell
32,603
-1,289
-4% -$83.6K ﹤0.01% 1650
2018
Q2 		$2.14M Sell
33,892
-148
-0.4% -$8.63K ﹤0.01% 1619
2018
Q1 		$1.91M Sell
34,040
-3,327
-9% -$189K ﹤0.01% 1584
2017
Q4 		$2.36M Buy
37,367
+4,237
+13% +$276K ﹤0.01% 1510
2017
Q3 		$2.14M Sell
33,130
-697
-2% -$45.1K ﹤0.01% 1581
2017
Q2 		$2.18M Sell
33,827
-530
-2% -$34.6K ﹤0.01% 1580
2017
Q1 		$2.23M Sell
34,357
-1,215
-3% -$76.9K ﹤0.01% 1471
2016
Q4 		$2.11M Sell
35,572
-381
-1% -$22.8K ﹤0.01% 1521
2016
Q3 		$2.03M Sell
35,953
-3,852
-10% -$217K ﹤0.01% 1481
2016
Q2 		$2.25M Sell
39,805
-489
-1% -$25.3K ﹤0.01% 1446
2016
Q1 		$2.1M Sell
40,294
-4,119
-9% -$203K ﹤0.01% 1416
2015
Q4 		$2.06M Sell
44,413
-4,054
-8% -$174K ﹤0.01% 1390
2015
Q3 		$2M Sell
48,467
-1,075
-2% -$42.5K ﹤0.01% 1300
2015
Q2 		$1.92M Buy
49,542
+679
+1% +$27.5K ﹤0.01% 1402
2015
Q1 		$2.17M Sell
48,863
-706
-1% -$31.3K ﹤0.01% 1332
2014
Q4 		$2.26M Sell
49,569
-264
-0.5% -$11.4K ﹤0.01% 1364
2014
Q3 		$1.86M Sell
49,833
-962
-2% -$37.6K ﹤0.01% 1504
2014
Q2 		$2.01M Buy
50,795
+1,035
+2% +$39.4K ﹤0.01% 1454
2014
Q1 		$1.95M Sell
49,760
-190
-0.4% -$7.27K ﹤0.01% 1346
2013
Q4 		$1.92M Buy
49,950
+2,866
+6% +$106K ﹤0.01% 1200
2013
Q3 		$1.71M Sell
47,084
-1,785
-4% -$66.7K ﹤0.01% 1227
2013
Q2 		$1.78M Buy
+48,869
New +$1.79M ﹤0.01% 1150

Other funds holding MGEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Bank of Montreal's MGEE Position: Q1 2026 in Review

Bank of Montreal increased its MGE Energy Inc (MGEE) stake by 40% in Q1 2026, buying an estimated $1.01M and bringing the position to 44,565 shares worth $3.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1462.

Bank of Montreal first reported a position in MGEE in Q2 2013 and has held it in 45 quarters since. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

  • Bank of Montreal held 44,565 shares of MGE Energy Inc worth $3.44M as of Q1 2026.
  • Bank of Montreal bought 12,816 MGE Energy Inc shares in Q1 2026, an estimated $1.01M.
  • MGE Energy Inc made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1462 holding.
  • Bank of Montreal first reported a position in MGE Energy Inc in Q2 2013 and has held it in 45 quarters since.
  • 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.