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HM Payson & Co’s MGE Energy Inc MGEE Stock Holding History

HM Payson & Co’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 		$72.1K Hold
884
– – ﹤0.01% 634
2026
Q1 		$68.3K Hold
884
– – ﹤0.01% 627
2025
Q4 		$69.3K Hold
884
– – ﹤0.01% 632
2025
Q3 		$74.4K Hold
884
– – ﹤0.01% 610
2025
Q2 		$78.2K Hold
884
– – ﹤0.01% 578
2025
Q1 		$82.2K Hold
884
– – ﹤0.01% 555
2024
Q4 		$83.1K Hold
884
– – ﹤0.01% 560
2024
Q3 		$80.8K Hold
884
– – ﹤0.01% 556
2024
Q2 		$66.1K Sell
884
-284
-24% -$22.2K ﹤0.01% 557
2024
Q1 		$91.9K Sell
1,168
-534
-31% -$37.4K ﹤0.01% 515
2023
Q4 		$123K Buy
1,702
+598
+54% +$43.3K ﹤0.01% 465
2023
Q3 		$75.6K Hold
1,104
– – ﹤0.01% 519
2023
Q2 		$87.3K Sell
1,104
-505
-31% -$38.8K ﹤0.01% 501
2023
Q1 		$125K Hold
1,609
– – ﹤0.01% 438
2022
Q4 		$113K Hold
1,609
– – ﹤0.01% 445
2022
Q3 		$106K Hold
1,609
– – ﹤0.01% 460
2022
Q2 		$125K Hold
1,609
– – ﹤0.01% 443
2022
Q1 		$128K Hold
1,609
– – ﹤0.01% 459
2021
Q4 		$132K Hold
1,609
– – ﹤0.01% 455
2021
Q3 		$118K Hold
1,609
– – ﹤0.01% 453
2021
Q2 		$120K Sell
1,609
-587
-27% -$43.8K ﹤0.01% 450
2021
Q1 		$157K Sell
2,196
-80
-4% -$5.39K ﹤0.01% 426
2020
Q4 		$159K Sell
2,276
-85
-4% -$5.86K ﹤0.01% 422
2020
Q3 		$148K Hold
2,361
– – ﹤0.01% 402
2020
Q2 		$152K Hold
2,361
– – 0.01% 382
2020
Q1 		$155K Hold
2,361
– – 0.01% 355
2019
Q4 		$186K Hold
2,361
– – 0.01% 399
2019
Q3 		$189K Hold
2,361
– – 0.01% 392
2019
Q2 		$173K Buy
+2,361
New +$162K 0.01% 416

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

HM Payson & Co's MGEE Position: Q2 2026 in Review

HM Payson & Co held its MGE Energy Inc (MGEE) position steady in Q2 2026 at 884 shares worth $72.1K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

HM Payson & Co first reported a position in MGEE in Q2 2019 and has held it in 29 quarters since. The position peaked at $189K in Q3 2019. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • HM Payson & Co held 884 shares of MGE Energy Inc worth $72.1K as of Q2 2026.
  • HM Payson & Co left its MGE Energy Inc share count unchanged in Q2 2026.
  • MGE Energy Inc made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #634 holding.
  • HM Payson & Co first reported a position in MGE Energy Inc in Q2 2019 and has held it in 29 quarters since.
  • HM Payson & Co's MGE Energy Inc position peaked at $189K in Q3 2019.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.