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Harbour Investments’s MGE Energy Inc MGEE Stock Holding History

Harbour Investments’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 		$5.11M Buy
62,664
+2,917
+5% +$226K 0.07% 267
2026
Q1 		$4.62M Buy
59,747
+12,587
+27% +$991K 0.07% 257
2025
Q4 		$3.7M Sell
47,160
-22,633
-32% -$1.86M 0.08% 245
2025
Q3 		$5.88M Sell
69,793
-27
-0% -$2.3K 0.13% 134
2025
Q2 		$6.17M Buy
69,820
+2,535
+4% +$228K 0.16% 116
2025
Q1 		$6.25M Buy
67,285
+5,402
+9% +$492K 0.18% 108
2024
Q4 		$5.81M Buy
61,883
+2,708
+5% +$262K 0.17% 109
2024
Q3 		$5.41M Sell
59,175
-2,923
-5% -$250K 0.16% 109
2024
Q2 		$4.64M Sell
62,098
-4,553
-7% -$356K 0.16% 109
2024
Q1 		$5.25M Buy
66,651
+347
+0.5% +$24.3K 0.19% 105
2023
Q4 		$4.79M Buy
66,304
+7,304
+12% +$529K 0.2% 93
2023
Q3 		$4.04M Buy
59,000
+5,593
+10% +$424K 0.2% 97
2023
Q2 		$4.23M Sell
53,407
-8,546
-14% -$656K 0.21% 89
2023
Q1 		$4.81M Buy
61,953
+397
+0.6% +$28.8K 0.26% 64
2022
Q4 		$4.33M Buy
61,556
+7,621
+14% +$524K 0.26% 61
2022
Q3 		$4.2M Hold
53,935
– – 0.28% 58
2022
Q2 		$4.2M Buy
+53,935
New +$4.3M 0.28% 58
2021
Q4 		$4.13M Sell
50,152
-57,060
-53% -$4.38M 0.25% 77
2021
Q3 		$7.88M Buy
107,212
+2,049
+2% +$160K 0.25% 74
2021
Q2 		$7.83M Sell
105,163
-9,338
-8% -$696K 0.25% 74
2021
Q1 		$8.17M Buy
+114,501
New +$7.71M 0.29% 66

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

Harbour Investments's MGEE Position: Q2 2026 in Review

Harbour Investments increased its MGE Energy Inc (MGEE) stake by 4.9% in Q2 2026, buying an estimated $226K and bringing the position to 62,664 shares worth $5.11M. The position accounts for 0.07% of the portfolio, ranked #267.

Harbour Investments first reported a position in MGEE in Q1 2021 and has held it in 21 quarters since. The position peaked at $8.17M in Q1 2021. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Harbour Investments held 62,664 shares of MGE Energy Inc worth $5.11M as of Q2 2026.
  • Harbour Investments bought 2,917 MGE Energy Inc shares in Q2 2026, an estimated $226K.
  • MGE Energy Inc made up 0.07% of Harbour Investments's portfolio in Q2 2026, its #267 holding.
  • Harbour Investments first reported a position in MGE Energy Inc in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's MGE Energy Inc position peaked at $8.17M in Q1 2021.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.