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BOK Financial’s MGE Energy Inc MGEE Stock Holding History

BOK Financial’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 		$188K Buy
2,309
+91
+4% +$7.05K ﹤0.01% 687
2026
Q1 		$171K Sell
2,218
-916
-29% -$72.1K ﹤0.01% 695
2025
Q4 		$246K Sell
3,134
-11
-0.3% -$904 ﹤0.01% 666
2025
Q3 		$265K Buy
3,145
+6
+0.2% +$512 ﹤0.01% 662
2025
Q2 		$278K Buy
3,139
+173
+6% +$15.6K ﹤0.01% 661
2025
Q1 		$276K Sell
2,966
-188
-6% -$17.1K ﹤0.01% 664
2024
Q4 		$278K Sell
3,154
-1,350
-30% -$130K ﹤0.01% 662
2024
Q3 		$410K Buy
4,504
+137
+3% +$11.7K 0.01% 602
2024
Q2 		$326K Buy
4,367
+2,442
+127% +$191K 0.01% 685
2024
Q1 		$152K Buy
+1,925
New +$135K ﹤0.01% 746
2023
Q3 		– Sell
-1,102
Closed -$87.2K – 1240
2023
Q2 		$87.2K Sell
1,102
-251
-19% -$19.3K ﹤0.01% 741
2023
Q1 		$105K Buy
+1,353
New +$98K ﹤0.01% 742

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

BOK Financial's MGEE Position: Q2 2026 in Review

BOK Financial increased its MGE Energy Inc (MGEE) stake by 4.1% in Q2 2026, buying an estimated $7.05K and bringing the position to 2,309 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

BOK Financial first reported a position in MGEE in Q1 2023 and has held it in 12 quarters since. The position peaked at $410K in Q3 2024. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • BOK Financial held 2,309 shares of MGE Energy Inc worth $188K as of Q2 2026.
  • BOK Financial bought 91 MGE Energy Inc shares in Q2 2026, an estimated $7.05K.
  • MGE Energy Inc made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #687 holding.
  • BOK Financial first reported a position in MGE Energy Inc in Q1 2023 and has held it in 12 quarters since.
  • BOK Financial's MGE Energy Inc position peaked at $410K in Q3 2024.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.