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CIBC World Markets’s MGE Energy Inc MGEE Stock Holding History

CIBC World Markets’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
Q2 		$402K Sell
4,550
-3,540
-44% -$319K ﹤0.01% 964
2025
Q1 		$752K Buy
8,090
+4,679
+137% +$426K 0.01% 799
2024
Q4 		$320K Buy
+3,411
New +$329K ﹤0.01% 901

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CIBC World Markets's MGEE Position: Q2 2025 in Review

CIBC World Markets reduced its MGE Energy Inc (MGEE) stake by 44% in Q2 2025, selling an estimated $319K and leaving 4,550 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

CIBC World Markets first reported a position in MGEE in Q4 2024 and has held it in 3 quarters since. The position peaked at $752K in Q1 2025. 295 funds tracked by Wall St. Rank hold MGEE as of Q2 2025.

  • CIBC World Markets held 4,550 shares of MGE Energy Inc worth $402K as of Q2 2025.
  • CIBC World Markets sold 3,540 MGE Energy Inc shares in Q2 2025, an estimated $319K.
  • MGE Energy Inc made up ﹤0.01% of CIBC World Markets's portfolio in Q2 2025, its #964 holding.
  • CIBC World Markets first reported a position in MGE Energy Inc in Q4 2024 and has held it in 3 quarters since.
  • CIBC World Markets's MGE Energy Inc position peaked at $752K in Q1 2025.
  • 295 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.