HSBC Holdings’s MGE Energy Inc MGEE Stock Holding History

HSBC Holdings’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	$1.19M	Buy	+14,624	New	+$1.13M	﹤0.01%	1849
2025 Q1	–	Sell	-11,141	Closed	-$1.05M	–	3185
2024 Q4	$1.05M	Buy	11,141 +6,638	+147%	+$641K	﹤0.01%	1775
2024 Q3	$411K	Buy	4,503 +377	+9%	+$32.2K	﹤0.01%	2124
2024 Q2	$308K	Buy	4,126 +79	+2%	+$6.17K	﹤0.01%	2259
2024 Q1	$319K	Buy	+4,047	New	+$284K	﹤0.01%	2410
2022 Q2	–	Sell	-3,006	Closed	-$241K	–	3368
2022 Q1	$241K	Buy	+3,006	New	+$229K	﹤0.01%	2898
2021 Q1	–	Sell	-3,782	Closed	-$262K	–	2982
2020 Q4	$262K	Buy	+3,782	New	+$261K	﹤0.01%	2655
2017 Q1	–	Sell	-6,828	Closed	-$445K	–	2394
2016 Q4	$445K	Buy	+6,828	New	+$408K	﹤0.01%	1927

Other funds holding MGEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

HSBC Holdings's MGEE Position: Q2 2026 in Review

HSBC Holdings opened a new position in MGE Energy Inc (MGEE) in Q2 2026: 14,624 shares worth $1.19M. The stake represents ﹤0.01% of the portfolio and ranks #1849 among its holdings. This is a return to the name: HSBC Holdings previously reported a position in MGEE as recently as Q4 2024.

HSBC Holdings first reported a position in MGEE in Q4 2016 and has held it in 8 quarters since. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

HSBC Holdings held 14,624 shares of MGE Energy Inc worth $1.19M as of Q2 2026.
MGE Energy Inc was a new HSBC Holdings position in Q2 2026.
MGE Energy Inc made up ﹤0.01% of HSBC Holdings's portfolio in Q2 2026, its #1849 holding.
HSBC Holdings first reported a position in MGE Energy Inc in Q4 2016 and has held it in 8 quarters since.
337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.