Jones Financial Companies
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Jones Financial Companies’s MGE Energy Inc MGEE Stock Holding History

Jones Financial Companies’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 		$442K Buy
5,537
+631
+13% +$48.9K ﹤0.01% 2262
2026
Q1 		$375K Buy
4,906
+1,948
+66% +$153K ﹤0.01% 2171
2025
Q4 		$232K Buy
2,958
+2,070
+233% +$170K ﹤0.01% 1843
2025
Q3 		$74K Sell
888
-2,697
-75% -$230K ﹤0.01% 2208
2025
Q2 		$316K Buy
3,585
+3,322
+1,263% +$299K ﹤0.01% 1468
2025
Q1 		$24.5K Buy
263
+253
+2,530% +$23K ﹤0.01% 2355
2024
Q4 		$946 Buy
10
+3
+43% +$290 ﹤0.01% 3150
2024
Q3 		$640 Buy
7
+3
+75% +$256 ﹤0.01% 2863
2024
Q2 		$299 Buy
+4
New +$312 ﹤0.01% 2369
2022
Q2 		– Sell
-72
Closed -$6K – 802
2022
Q1 		$6K Buy
+72
New +$5.47K ﹤0.01% 562
2021
Q3 		– Sell
-1,500
Closed -$112K – 655
2021
Q2 		$112K Buy
+1,500
New +$112K ﹤0.01% 254

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

Jones Financial Companies's MGEE Position: Q2 2026 in Review

Jones Financial Companies increased its MGE Energy Inc (MGEE) stake by 13% in Q2 2026, buying an estimated $48.9K and bringing the position to 5,537 shares worth $442K. The position accounts for ﹤0.01% of the portfolio, ranked #2262.

Jones Financial Companies first reported a position in MGEE in Q2 2021 and has held it in 11 quarters since. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Jones Financial Companies held 5,537 shares of MGE Energy Inc worth $442K as of Q2 2026.
  • Jones Financial Companies bought 631 MGE Energy Inc shares in Q2 2026, an estimated $48.9K.
  • MGE Energy Inc made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2262 holding.
  • Jones Financial Companies first reported a position in MGE Energy Inc in Q2 2021 and has held it in 11 quarters since.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.