CIBC Private Wealth Group
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CIBC Private Wealth Group’s MGE Energy Inc MGEE Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$74.7K Buy
952
+12
+1% +$986 ﹤0.01% 1628
2025
Q3 		$79.2K Buy
940
+3
+0.3% +$256 ﹤0.01% 1602
2025
Q2 		$82.8K Buy
937
+4
+0.4% +$360 ﹤0.01% 1477
2025
Q1 		$81.1K Buy
933
+3
+0.3% +$273 ﹤0.01% 1433
2024
Q4 		$84.8K Buy
930
+3
+0.3% +$290 ﹤0.01% 1483
2024
Q3 		$84.8K Sell
927
-1,314
-59% -$112K ﹤0.01% 1560
2024
Q2 		$170K Buy
2,241
+3
+0.1% +$234 ﹤0.01% 1184
2024
Q1 		$176K Buy
+2,238
New +$157K ﹤0.01% 1177
2022
Q3 		– Sell
-3,843
Closed -$299K – 1082
2022
Q2 		$299K Hold
3,843
– – ﹤0.01% 798
2022
Q1 		$307K Hold
3,843
– – ﹤0.01% 836
2021
Q4 		$316K Hold
3,843
– – ﹤0.01% 864
2021
Q3 		$282K Hold
3,843
– – ﹤0.01% 828
2021
Q2 		$286K Hold
3,843
– – ﹤0.01% 905
2021
Q1 		$274K Hold
3,843
– – ﹤0.01% 924
2020
Q4 		$269K Sell
3,843
-130
-3% -$8.97K ﹤0.01% 889
2020
Q3 		$249K Buy
+3,973
New +$257K ﹤0.01% 812
2020
Q2 		– Sell
-3,973
Closed -$260K – 724
2020
Q1 		$260K Sell
3,973
-838
-17% -$62.5K ﹤0.01% 744
2019
Q4 		$379K Hold
4,811
– – ﹤0.01% 753
2019
Q3 		$384K Buy
4,811
+838
+21% +$62.7K ﹤0.01% 735
2019
Q2 		$290K Hold
3,973
– – ﹤0.01% 824
2019
Q1 		$270K Hold
3,973
– – ﹤0.01% 841
2018
Q4 		$238K Hold
3,973
– – ﹤0.01% 805
2018
Q3 		$254K Hold
3,973
– – ﹤0.01% 890
2018
Q2 		$250K Hold
3,973
– – ﹤0.01% 885
2018
Q1 		$223K Hold
3,973
– – ﹤0.01% 916
2017
Q4 		$251K Hold
3,973
– – ﹤0.01% 898
2017
Q3 		$257K Buy
+3,973
New +$257K ﹤0.01% 863

Other funds holding MGEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC Private Wealth Group's MGEE Position: Q4 2025 in Review

CIBC Private Wealth Group increased its MGE Energy Inc (MGEE) stake by 1.3% in Q4 2025, buying an estimated $986 and bringing the position to 952 shares worth $74.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

CIBC Private Wealth Group first reported a position in MGEE in Q3 2017 and has held it in 27 quarters since. The position peaked at $384K in Q3 2019. 313 funds tracked by Wall St. Rank hold MGEE as of Q4 2025.

  • CIBC Private Wealth Group held 952 shares of MGE Energy Inc worth $74.7K as of Q4 2025.
  • CIBC Private Wealth Group bought 12 MGE Energy Inc shares in Q4 2025, an estimated $986.
  • MGE Energy Inc made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1628 holding.
  • CIBC Private Wealth Group first reported a position in MGE Energy Inc in Q3 2017 and has held it in 27 quarters since.
  • CIBC Private Wealth Group's MGE Energy Inc position peaked at $384K in Q3 2019.
  • 313 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.