HighTower Advisors
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HighTower Advisors’s MGE Energy Inc MGEE Stock Holding History

HighTower Advisors’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 		$421K Sell
5,160
-1,720
-25% -$133K ﹤0.01% 2905
2026
Q1 		$532K Sell
6,880
-95
-1% -$7.48K ﹤0.01% 2665
2025
Q4 		$547K Sell
6,975
-1,267
-15% -$104K ﹤0.01% 2541
2025
Q3 		$694K Buy
8,242
+2,665
+48% +$227K ﹤0.01% 2369
2025
Q2 		$493K Sell
5,577
-165
-3% -$14.9K ﹤0.01% 2537
2025
Q1 		$534K Sell
5,742
-1,524
-21% -$139K ﹤0.01% 2399
2024
Q4 		$683K Buy
7,266
+236
+3% +$22.8K ﹤0.01% 2241
2024
Q3 		$648K Sell
7,030
-131
-2% -$11.2K ﹤0.01% 2207
2024
Q2 		$542K Buy
+7,161
New +$559K ﹤0.01% 2259
2021
Q3 		– Sell
-2,716
Closed -$203K – 3331
2021
Q2 		$203K Buy
+2,716
New +$202K ﹤0.01% 2657
2019
Q3 		– Sell
-4,042
Closed -$295K – 2491
2019
Q2 		$295K Buy
4,042
+54
+1% +$3.71K ﹤0.01% 1812
2019
Q1 		$272K Buy
+3,988
New +$254K ﹤0.01% 1762

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

HighTower Advisors's MGEE Position: Q2 2026 in Review

HighTower Advisors reduced its MGE Energy Inc (MGEE) stake by 25% in Q2 2026, selling an estimated $133K and leaving 5,160 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #2905.

HighTower Advisors first reported a position in MGEE in Q1 2019 and has held it in 12 quarters since. The position peaked at $694K in Q3 2025. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • HighTower Advisors held 5,160 shares of MGE Energy Inc worth $421K as of Q2 2026.
  • HighTower Advisors sold 1,720 MGE Energy Inc shares in Q2 2026, an estimated $133K.
  • MGE Energy Inc made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2905 holding.
  • HighTower Advisors first reported a position in MGE Energy Inc in Q1 2019 and has held it in 12 quarters since.
  • HighTower Advisors's MGE Energy Inc position peaked at $694K in Q3 2025.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.