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Legacy Private Trust’s MGE Energy Inc MGEE Stock Holding History

Legacy Private Trust’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
Q1 		– Sell
-3,792
Closed -$297K – 269
2025
Q4 		$297K Hold
3,792
– – 0.02% 230
2025
Q3 		$319K Hold
3,792
– – 0.02% 223
2025
Q2 		$335K Hold
3,792
– – 0.02% 211
2025
Q1 		$353K Hold
3,792
– – 0.02% 202
2024
Q4 		$356K Buy
+3,792
New +$366K 0.02% 200

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Legacy Private Trust's MGEE Position: Q1 2026 in Review

Legacy Private Trust sold out of MGE Energy Inc (MGEE) in Q1 2026, closing a stake of 3,792 shares — an estimated $297K sold.

Legacy Private Trust first reported a position in MGEE in Q4 2024 and held it in 5 quarters. The position peaked at $356K in Q4 2024. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

  • Legacy Private Trust reported no remaining MGE Energy Inc position as of Q1 2026 after selling out during the quarter.
  • Legacy Private Trust sold 3,792 MGE Energy Inc shares in Q1 2026, an estimated $297K.
  • Legacy Private Trust first reported a position in MGE Energy Inc in Q4 2024 and held it in 5 quarters.
  • Legacy Private Trust's MGE Energy Inc position peaked at $356K in Q4 2024.
  • 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Legacy Private Trust's 13F filing for Q1 2026, filed 7 Apr 2026.