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Farmers & Merchants Investments Inc’s MGE Energy Inc MGEE Stock Holding History

Farmers & Merchants Investments Inc’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 		$1.63K Hold
20
– – ﹤0.01% 1374
2026
Q1 		$1.55K Hold
20
– – ﹤0.01% 1331
2025
Q4 		$1.57K Hold
20
– – ﹤0.01% 1307
2025
Q3 		$1.68K Hold
20
– – ﹤0.01% 1307
2025
Q2 		$1.77K Hold
20
– – ﹤0.01% 1272
2025
Q1 		$1.86K Hold
20
– – ﹤0.01% 1247
2024
Q4 		$1.88K Hold
20
– – ﹤0.01% 1197
2024
Q3 		$1.83K Hold
20
– – ﹤0.01% 1231
2024
Q2 		$1.49K Hold
20
– – ﹤0.01% 1278
2024
Q1 		$1.57K Buy
+20
New +$1.4K ﹤0.01% 1243
2021
Q1 		– Sell
-281
Closed -$20K – 855
2020
Q4 		$20K Buy
+281
New +$19.4K ﹤0.01% 462
2020
Q2 		– Sell
-281
Closed -$18K – 862
2020
Q1 		$18K Hold
281
– – ﹤0.01% 413
2019
Q4 		$22K Buy
+281
New +$21.6K ﹤0.01% 423

Other funds holding MGEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
STCG
Speece Thorson Capital Group Minnetonka, Minnesota $468M AUM 19.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Farmers & Merchants Investments Inc's MGEE Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its MGE Energy Inc (MGEE) position steady in Q2 2026 at 20 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1374.

Farmers & Merchants Investments Inc first reported a position in MGEE in Q4 2019 and has held it in 13 quarters since. The position peaked at $22K in Q4 2019. 147 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Farmers & Merchants Investments Inc held 20 shares of MGE Energy Inc worth $1.63K as of Q2 2026.
  • Farmers & Merchants Investments Inc left its MGE Energy Inc share count unchanged in Q2 2026.
  • MGE Energy Inc made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1374 holding.
  • Farmers & Merchants Investments Inc first reported a position in MGE Energy Inc in Q4 2019 and has held it in 13 quarters since.
  • Farmers & Merchants Investments Inc's MGE Energy Inc position peaked at $22K in Q4 2019.
  • 147 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.