CBU
MGEE icon

CIBC Bancorp USA’s MGE Energy Inc MGEE Stock Holding History

CIBC Bancorp USA’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 		$251K Buy
3,084
+262
+9% +$20.3K ﹤0.01% 1652
2026
Q1 		$218K Buy
+2,822
New +$222K ﹤0.01% 1572
2025
Q3 		$331K Buy
+3,937
New +$336K ﹤0.01% 1039

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
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

CIBC Bancorp USA's MGEE Position: Q2 2026 in Review

CIBC Bancorp USA increased its MGE Energy Inc (MGEE) stake by 9.3% in Q2 2026, buying an estimated $20.3K and bringing the position to 3,084 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1652.

CIBC Bancorp USA first reported a position in MGEE in Q3 2025 and has held it in 3 quarters since. The position peaked at $331K in Q3 2025. 313 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • CIBC Bancorp USA held 3,084 shares of MGE Energy Inc worth $251K as of Q2 2026.
  • CIBC Bancorp USA bought 262 MGE Energy Inc shares in Q2 2026, an estimated $20.3K.
  • MGE Energy Inc made up ﹤0.01% of CIBC Bancorp USA's portfolio in Q2 2026, its #1652 holding.
  • CIBC Bancorp USA first reported a position in MGE Energy Inc in Q3 2025 and has held it in 3 quarters since.
  • CIBC Bancorp USA's MGE Energy Inc position peaked at $331K in Q3 2025.
  • 313 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on CIBC Bancorp USA's 13F filing for Q2 2026, filed 13 Aug 2026.