Crossmark Global Holdings’s MGE Energy Inc MGEE Stock Holding History

Crossmark Global Holdings’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	$207K	Buy	+2,541	New	+$197K	﹤0.01%	1224
2026 Q1	–	Sell	-2,587	Closed	-$203K	–	1269
2025 Q4	$203K	Hold	2,587	–	–	﹤0.01%	1182
2025 Q3	$218K	Sell	2,587 -549	-18%	-$46.9K	﹤0.01%	1220
2025 Q2	$277K	Buy	3,136 +6	+0.2%	+$540	﹤0.01%	1135
2025 Q1	$291K	Sell	3,130 -40	-1%	-$3.64K	0.01%	1100
2024 Q4	$298K	Sell	3,170 -8	-0.3%	-$773	0.01%	1045
2024 Q3	$290K	Buy	+3,178	New	+$272K	0.01%	1097

Other funds holding MGEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Crossmark Global Holdings's MGEE Position: Q2 2026 in Review

Crossmark Global Holdings opened a new position in MGE Energy Inc (MGEE) in Q2 2026: 2,541 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #1224 among its holdings. This is a return to the name: Crossmark Global Holdings previously reported a position in MGEE as recently as Q4 2025.

Crossmark Global Holdings first reported a position in MGEE in Q3 2024 and has held it in 7 quarters since. The position peaked at $298K in Q4 2024. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

Crossmark Global Holdings held 2,541 shares of MGE Energy Inc worth $207K as of Q2 2026.
MGE Energy Inc was a new Crossmark Global Holdings position in Q2 2026.
MGE Energy Inc made up ﹤0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #1224 holding.
Crossmark Global Holdings first reported a position in MGE Energy Inc in Q3 2024 and has held it in 7 quarters since.
Crossmark Global Holdings's MGE Energy Inc position peaked at $298K in Q4 2024.
337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.