Franklin Resources
MGEE icon

Franklin Resources’s MGE Energy Inc MGEE Stock Holding History

Franklin Resources’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
Q1 		$312K Sell
4,034
-350
-8% -$27.6K ﹤0.01% 2651
2025
Q4 		$344K Sell
4,384
-2,818
-39% -$232K ﹤0.01% 2568
2025
Q3 		$606K Buy
7,202
+2,007
+39% +$171K ﹤0.01% 2335
2025
Q2 		$459K Buy
5,195
+39
+0.8% +$3.51K ﹤0.01% 2358
2025
Q1 		$479K Buy
5,156
+292
+6% +$26.6K ﹤0.01% 2276
2024
Q4 		$457K Buy
4,864
+40
+0.8% +$3.86K ﹤0.01% 2329
2024
Q3 		$438K Sell
4,824
-663
-12% -$56.7K ﹤0.01% 2337
2024
Q2 		$410K Buy
5,487
+145
+3% +$11.3K ﹤0.01% 2317
2024
Q1 		$421K Buy
5,342
+1,759
+49% +$123K ﹤0.01% 2331
2023
Q4 		$259K Buy
3,583
+110
+3% +$7.96K ﹤0.01% 2247
2023
Q3 		$238K Sell
3,473
-106
-3% -$8.04K ﹤0.01% 2252
2023
Q2 		$283K Buy
3,579
+140
+4% +$10.7K ﹤0.01% 2236
2023
Q1 		$267K Sell
3,439
-29
-0.8% -$2.1K ﹤0.01% 1903
2022
Q4 		$244K Buy
+3,468
New +$238K ﹤0.01% 1940
2022
Q3 		– Sell
-3,109
Closed -$241K – 2363
2022
Q2 		$241K Buy
3,109
+67
+2% +$5.34K ﹤0.01% 1951
2022
Q1 		$243K Hold
3,042
– – ﹤0.01% 2095
2021
Q4 		$250K Buy
+3,042
New +$234K ﹤0.01% 2161

Other funds holding MGEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Franklin Resources's MGEE Position: Q1 2026 in Review

Franklin Resources reduced its MGE Energy Inc (MGEE) stake by 8% in Q1 2026, selling an estimated $27.6K and leaving 4,034 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #2651.

Franklin Resources first reported a position in MGEE in Q4 2021 and has held it in 17 quarters since. The position peaked at $606K in Q3 2025. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

  • Franklin Resources held 4,034 shares of MGE Energy Inc worth $312K as of Q1 2026.
  • Franklin Resources sold 350 MGE Energy Inc shares in Q1 2026, an estimated $27.6K.
  • MGE Energy Inc made up ﹤0.01% of Franklin Resources's portfolio in Q1 2026, its #2651 holding.
  • Franklin Resources first reported a position in MGE Energy Inc in Q4 2021 and has held it in 17 quarters since.
  • Franklin Resources's MGE Energy Inc position peaked at $606K in Q3 2025.
  • 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.