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First Business Financial Services’s MGE Energy Inc MGEE Stock Holding History

First Business Financial Services’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 		$608K Hold
7,458
– – 0.05% 108
2026
Q1 		$576K Buy
7,458
+1,206
+19% +$95K 0.05% 107
2025
Q4 		$490K Sell
6,252
-38,130
-86% -$3.13M 0.05% 115
2025
Q3 		$3.74M Sell
44,382
-2,517
-5% -$215K 0.34% 31
2025
Q2 		$4.15M Buy
46,899
+623
+1% +$56.1K 0.37% 29
2025
Q1 		$4.3M Buy
46,276
+692
+2% +$63K 0.42% 24
2024
Q4 		$4.28M Buy
45,584
+38,776
+570% +$3.75M 0.42% 21
2024
Q3 		$623K Sell
6,808
-987
-13% -$84.4K 0.06% 101
2024
Q2 		$582K Buy
7,795
+457
+6% +$35.7K 0.06% 100
2024
Q1 		$578K Buy
7,338
+1,100
+18% +$77.1K 0.06% 100
2023
Q4 		$451K Sell
6,238
-665
-10% -$48.1K 0.05% 108
2023
Q3 		$473K Sell
6,903
-300
-4% -$22.8K 0.06% 109
2023
Q2 		$570K Hold
7,203
– – 0.07% 105
2023
Q1 		$559K Hold
7,203
– – 0.07% 102
2022
Q4 		$507K Hold
7,203
– – 0.07% 104
2022
Q3 		$473K Hold
7,203
– – 0.07% 101
2022
Q2 		$561K Hold
7,203
– – 0.08% 97
2022
Q1 		$575K Hold
7,203
– – 0.06% 98
2021
Q4 		$592K Buy
7,203
+382
+6% +$29.3K 0.06% 99
2021
Q3 		$501K Hold
6,821
– – 0.06% 105
2021
Q2 		$508K Hold
6,821
– – 0.06% 100
2021
Q1 		$487K Hold
6,821
– – 0.06% 92
2020
Q4 		$478K Hold
6,821
– – 0.07% 84
2020
Q3 		$427K Buy
6,821
+965
+16% +$62.5K 0.07% 83
2020
Q2 		$378K Sell
5,856
-60
-1% -$3.92K 0.07% 83
2020
Q1 		$387K Buy
+5,916
New +$441K 0.08% 73

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
ZP
Zimmer Partners New York $4.34B AUM 22.78% 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

First Business Financial Services's MGEE Position: Q2 2026 in Review

First Business Financial Services held its MGE Energy Inc (MGEE) position steady in Q2 2026 at 7,458 shares worth $608K. The position accounts for 0.05% of the portfolio, ranked #108.

First Business Financial Services first reported a position in MGEE in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.3M in Q1 2025. 338 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • First Business Financial Services held 7,458 shares of MGE Energy Inc worth $608K as of Q2 2026.
  • First Business Financial Services left its MGE Energy Inc share count unchanged in Q2 2026.
  • MGE Energy Inc made up 0.05% of First Business Financial Services's portfolio in Q2 2026, its #108 holding.
  • First Business Financial Services first reported a position in MGE Energy Inc in Q1 2020 and has held it in 26 quarters since.
  • First Business Financial Services's MGE Energy Inc position peaked at $4.3M in Q1 2025.
  • 338 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on First Business Financial Services's 13F filing for Q2 2026, filed 28 Jul 2026.