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Bell Investment Advisors’s MGE Energy Inc MGEE Stock Holding History

Bell Investment Advisors’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
-6
-67% -$465 ﹤0.01% 1798
2026
Q1 		$696 Sell
9
-10
-53% -$787 ﹤0.01% 1631
2025
Q4 		$1.49K Sell
19
-39
-67% -$3.21K ﹤0.01% 1438
2025
Q3 		$4.88K Buy
58
+6
+12% +$512 ﹤0.01% 948
2025
Q2 		$4.6K Hold
52
– – ﹤0.01% 1017
2025
Q1 		$4.83K Hold
52
– – ﹤0.01% 925
2024
Q4 		$4.89K Hold
52
– – ﹤0.01% 938
2024
Q3 		$4.76K Sell
52
-7
-12% -$598 ﹤0.01% 951
2024
Q2 		$4.41K Buy
59
+45
+321% +$3.51K ﹤0.01% 986
2024
Q1 		$1.1K Sell
14
-88
-86% -$6.17K ﹤0.01% 1576
2023
Q4 		$7.38K Buy
102
+24
+31% +$1.74K ﹤0.01% 682
2023
Q3 		$5.34K Sell
78
-27
-26% -$2.05K ﹤0.01% 773
2023
Q2 		$8.31K Buy
105
+6
+6% +$461 ﹤0.01% 588
2023
Q1 		$7.69K Sell
99
-15
-13% -$1.09K ﹤0.01% 580
2022
Q4 		$8.03K Buy
114
+99
+660% +$6.8K ﹤0.01% 573
2022
Q3 		$1K Sell
15
-236
-94% -$18.5K ﹤0.01% 1479
2022
Q2 		$20K Buy
+251
New +$20K 0.01% 262
2021
Q4 		$3K Sell
31
-10
-24% -$768 ﹤0.01% 999
2021
Q3 		$3K Buy
+41
New +$3.21K ﹤0.01% 940

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

Bell Investment Advisors's MGEE Position: Q2 2026 in Review

Bell Investment Advisors reduced its MGE Energy Inc (MGEE) stake by 67% in Q2 2026, selling an estimated $465 and leaving 3 shares worth $245. The position accounts for ﹤0.01% of the portfolio, ranked #1798.

Bell Investment Advisors first reported a position in MGEE in Q3 2021 and has held it in 19 quarters since. The position peaked at $20K in Q2 2022. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Bell Investment Advisors held 3 shares of MGE Energy Inc worth $245 as of Q2 2026.
  • Bell Investment Advisors sold 6 MGE Energy Inc shares in Q2 2026, an estimated $465.
  • MGE Energy Inc made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1798 holding.
  • Bell Investment Advisors first reported a position in MGE Energy Inc in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's MGE Energy Inc position peaked at $20K in Q2 2022.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.