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Blue Trust Inc’s MGE Energy Inc MGEE Stock Holding History

Blue Trust Inc’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 		– Sell
-21
Closed -$1.62K – 2583
2026
Q1 		$1.62K Sell
21
-13
-38% -$1.02K ﹤0.01% 2175
2025
Q4 		$2.67K Sell
34
-630
-95% -$51.8K ﹤0.01% 2102
2025
Q3 		$55.9K Hold
664
– – ﹤0.01% 1360
2025
Q2 		$58.7K Sell
664
-36
-5% -$3.24K ﹤0.01% 1309
2025
Q1 		$65.1K Sell
700
-56
-7% -$5.09K ﹤0.01% 1207
2024
Q4 		$71K Sell
756
-1,825
-71% -$176K ﹤0.01% 1084
2024
Q3 		$193K Sell
2,581
-378
-13% -$32.3K ﹤0.01% 868
2024
Q2 		$233K Buy
2,959
+2,929
+9,763% +$229K ﹤0.01% 651
2024
Q1 		$2.36K Sell
30
-26
-46% -$1.82K ﹤0.01% 1790
2023
Q4 		$4K Buy
+56
New +$4.05K ﹤0.01% 1926

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

Blue Trust Inc's MGEE Position: Q2 2026 in Review

Blue Trust Inc sold out of MGE Energy Inc (MGEE) in Q2 2026, closing a stake of 21 shares — an estimated $1.62K sold.

Blue Trust Inc first reported a position in MGEE in Q4 2023 and held it in 10 quarters. The position peaked at $233K in Q2 2024. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Blue Trust Inc reported no remaining MGE Energy Inc position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 21 MGE Energy Inc shares in Q2 2026, an estimated $1.62K.
  • Blue Trust Inc first reported a position in MGE Energy Inc in Q4 2023 and held it in 10 quarters.
  • Blue Trust Inc's MGE Energy Inc position peaked at $233K in Q2 2024.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.