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
Q2 		$323K Sell
3,961
-73
-2% -$5.66K ﹤0.01% 2708
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 $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 $3.38T AUM 44.17% 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

Franklin Resources's MGEE Position: Q2 2026 in Review

Franklin Resources reduced its MGE Energy Inc (MGEE) stake by 1.8% in Q2 2026, selling an estimated $5.66K and leaving 3,961 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #2708.

Franklin Resources first reported a position in MGEE in Q4 2021 and has held it in 18 quarters since. The position peaked at $606K in Q3 2025. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Franklin Resources held 3,961 shares of MGE Energy Inc worth $323K as of Q2 2026.
  • Franklin Resources sold 73 MGE Energy Inc shares in Q2 2026, an estimated $5.66K.
  • MGE Energy Inc made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #2708 holding.
  • Franklin Resources first reported a position in MGE Energy Inc in Q4 2021 and has held it in 18 quarters since.
  • Franklin Resources's MGE Energy Inc position peaked at $606K in Q3 2025.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.