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Bay Harbor Wealth Management’s MGE Energy Inc MGEE Stock Holding History

Bay Harbor Wealth Management’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 		$245 Sell
3
-1
-25% -$77 ﹤0.01% 1160
2026
Q1 		$309 Buy
4
+1
+33% +$79 ﹤0.01% 1094
2025
Q4 		$235 Buy
3
+2
+200% +$164 ﹤0.01% 1086
2025
Q3 		$84 Hold
1
– – ﹤0.01% 1196
2025
Q2 		$88 Hold
1
– – ﹤0.01% 1125
2025
Q1 		$92 Buy
+1
New +$91 ﹤0.01% 891

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

Bay Harbor Wealth Management's MGEE Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its MGE Energy Inc (MGEE) stake by 25% in Q2 2026, selling an estimated $77 and leaving 3 shares worth $245. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

Bay Harbor Wealth Management first reported a position in MGEE in Q1 2025 and has held it in 6 quarters since. The position peaked at $309 in Q1 2026. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Bay Harbor Wealth Management held 3 shares of MGE Energy Inc worth $245 as of Q2 2026.
  • Bay Harbor Wealth Management sold 1 MGE Energy Inc share in Q2 2026, an estimated $77.
  • MGE Energy Inc made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1160 holding.
  • Bay Harbor Wealth Management first reported a position in MGE Energy Inc in Q1 2025 and has held it in 6 quarters since.
  • Bay Harbor Wealth Management's MGE Energy Inc position peaked at $309 in Q1 2026.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.