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Bare Financial Services’s MGE Energy Inc MGEE Stock Holding History

Bare Financial Services’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 		$6.2K Buy
76
+62
+443% +$4.8K ﹤0.01% 773
2026
Q1 		$1.08K Sell
14
-47
-77% -$3.7K ﹤0.01% 1216
2025
Q4 		$4.78K Buy
61
+33
+118% +$2.71K ﹤0.01% 548
2025
Q3 		$2.36K Sell
28
-51
-65% -$4.35K ﹤0.01% 772
2025
Q2 		$6.99K Buy
79
+57
+259% +$5.13K ﹤0.01% 311
2025
Q1 		$2.04K Buy
+22
New +$2K ﹤0.01% 262

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

Bare Financial Services's MGEE Position: Q2 2026 in Review

Bare Financial Services increased its MGE Energy Inc (MGEE) stake by 443% in Q2 2026, buying an estimated $4.8K and bringing the position to 76 shares worth $6.2K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Bare Financial Services first reported a position in MGEE in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.99K in Q2 2025. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Bare Financial Services held 76 shares of MGE Energy Inc worth $6.2K as of Q2 2026.
  • Bare Financial Services bought 62 MGE Energy Inc shares in Q2 2026, an estimated $4.8K.
  • MGE Energy Inc made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #773 holding.
  • Bare Financial Services first reported a position in MGE Energy Inc in Q1 2025 and has held it in 6 quarters since.
  • Bare Financial Services's MGE Energy Inc position peaked at $6.99K in Q2 2025.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.