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Johnson Financial Group Inc (Wisconsin)’s MGE Energy Inc MGEE Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$75.8K Sell
930
-567
-38% -$43.9K ﹤0.01% 427
2026
Q1 		$116K Hold
1,497
– – ﹤0.01% 386
2025
Q4 		$117K Sell
1,497
-2,690
-64% -$221K ﹤0.01% 394
2025
Q3 		$352K Hold
4,187
– – 0.01% 289
2025
Q2 		$370K Sell
4,187
-500
-11% -$45K 0.02% 240
2025
Q1 		$436K Hold
4,687
– – 0.02% 238
2024
Q4 		$421K Hold
4,687
– – 0.02% 226
2024
Q3 		$429K Hold
4,687
– – 0.02% 251
2024
Q2 		$350K Buy
4,687
+3,757
+404% +$293K 0.02% 248
2024
Q1 		$73.2K Sell
930
-9,234
-91% -$647K ﹤0.01% 388
2023
Q4 		$735K Buy
10,164
+7,257
+250% +$525K 0.04% 143
2023
Q3 		$199K Sell
2,907
-200
-6% -$15.2K 0.01% 246
2023
Q2 		$246K Sell
3,107
-2,928
-49% -$225K 0.02% 246
2023
Q1 		$469K Buy
6,035
+519
+9% +$37.6K 0.03% 191
2022
Q4 		$388K Hold
5,516
– – 0.03% 188
2022
Q3 		$368K Sell
5,516
-3,149
-36% -$247K 0.03% 190
2022
Q2 		$675K Sell
8,665
-27
-0.3% -$2.15K 0.05% 154
2022
Q1 		$693K Hold
8,692
– – 0.05% 170
2021
Q4 		$714K Hold
8,692
– – 0.05% 161
2021
Q3 		$639K Sell
8,692
-561
-6% -$43.9K 0.04% 159
2021
Q2 		$689K Buy
9,253
+1,024
+12% +$76.3K 0.05% 156
2021
Q1 		$588K Sell
8,229
-300
-4% -$20.2K 0.04% 169
2020
Q4 		$597K Hold
8,529
– – 0.05% 146
2020
Q3 		$535K Hold
8,529
– – 0.05% 140
2020
Q2 		$550K Buy
8,529
+3,300
+63% +$215K 0.06% 122
2020
Q1 		$342K Sell
5,229
-64
-1% -$4.77K 0.04% 151
2019
Q4 		$417K Sell
5,293
-4,092
-44% -$315K 0.04% 150
2019
Q3 		$750K Buy
9,385
+280
+3% +$20.9K 0.07% 141
2019
Q2 		$665K Buy
9,105
+304
+3% +$20.9K 0.06% 152
2019
Q1 		$598K Hold
8,801
– – 0.05% 157
2018
Q4 		$528K Sell
8,801
-2,712
-24% -$173K 0.05% 161
2018
Q3 		$735K Sell
11,513
-89
-0.8% -$5.77K 0.08% 145
2018
Q2 		$731K Sell
11,602
-3,107
-21% -$181K 0.08% 138
2018
Q1 		$825K Buy
14,709
+1,077
+8% +$61.3K 0.1% 132
2017
Q4 		$860K Sell
13,632
-1,441
-10% -$93.7K 0.11% 134
2017
Q3 		$974K Buy
15,073
+150
+1% +$9.71K 0.13% 119
2017
Q2 		$960K Buy
14,923
+27
+0.2% +$1.76K 0.14% 121
2017
Q1 		$968K Buy
14,896
+1,961
+15% +$124K 0.12% 159
2016
Q4 		$845K Sell
12,935
-3,471
-21% -$207K 0.12% 163
2016
Q3 		$927K Buy
16,406
+2,171
+15% +$122K 0.12% 149
2016
Q2 		$805K Sell
14,235
-1,276
-8% -$66.1K 0.11% 155
2016
Q1 		$810K Sell
15,511
-2,837
-15% -$140K 0.16% 129
2015
Q4 		$852K Buy
18,348
+805
+5% +$34.5K 0.18% 117
2015
Q3 		$723K Buy
17,543
+2,339
+15% +$92.4K 0.16% 133
2015
Q2 		$589K Buy
15,204
+8,202
+117% +$332K 0.12% 156
2015
Q1 		$310K Buy
7,002
+165
+2% +$7.32K 0.07% 221
2014
Q4 		$312K Sell
6,837
-1,125
-14% -$48.7K 0.07% 191
2014
Q3 		$297K Sell
7,962
-313
-4% -$12.2K 0.08% 185
2014
Q2 		$327K Buy
8,275
+512
+7% +$19.5K 0.09% 181
2014
Q1 		$305K Sell
7,763
-3,448
-31% -$132K 0.09% 173
2013
Q4 		$431K Hold
11,211
– – 0.12% 142
2013
Q3 		$408K Sell
11,211
-3,810
-25% -$142K 0.12% 151
2013
Q2 		$548K Buy
+15,021
New +$550K 0.15% 123

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

Johnson Financial Group Inc (Wisconsin)'s MGEE Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its MGE Energy Inc (MGEE) stake by 38% in Q2 2026, selling an estimated $43.9K and leaving 930 shares worth $75.8K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Johnson Financial Group Inc (Wisconsin) first reported a position in MGEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $974K in Q3 2017. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 930 shares of MGE Energy Inc worth $75.8K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 567 MGE Energy Inc shares in Q2 2026, an estimated $43.9K.
  • MGE Energy Inc made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #427 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in MGE Energy Inc in Q2 2013 and has held it in 53 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s MGE Energy Inc position peaked at $974K in Q3 2017.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.