Mackenzie Financial
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Mackenzie Financial’s MGE Energy Inc MGEE Stock Holding History

Mackenzie Financial’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 		– Sell
-9,812
Closed -$758K – 1642
2026
Q1 		$758K Buy
+9,812
New +$773K ﹤0.01% 1138
2025
Q4 		– Sell
-2,547
Closed -$214K – 1764
2025
Q3 		$214K Sell
2,547
-6
-0.2% -$512 ﹤0.01% 1535
2025
Q2 		$226K Buy
2,553
+163
+7% +$14.7K ﹤0.01% 1507
2025
Q1 		$222K Sell
2,390
-1
-0% -$91 ﹤0.01% 1482
2024
Q4 		$225K Sell
2,391
-2
-0.1% -$193 ﹤0.01% 1514
2024
Q3 		$219K Buy
+2,393
New +$205K ﹤0.01% 1344
2024
Q1 		– Sell
-5,824
Closed -$421K – 1580
2023
Q4 		$421K Sell
5,824
-2
-0% -$145 ﹤0.01% 1048
2023
Q3 		$396K Buy
+5,826
New +$442K ﹤0.01% 1059
2022
Q3 		– Sell
-2,634
Closed -$205K – 1491
2022
Q2 		$205K Buy
+2,634
New +$210K ﹤0.01% 1278

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

Mackenzie Financial's MGEE Position: Q2 2026 in Review

Mackenzie Financial sold out of MGE Energy Inc (MGEE) in Q2 2026, closing a stake of 9,812 shares — an estimated $758K sold.

Mackenzie Financial first reported a position in MGEE in Q2 2022 and held it in 9 quarters. The position peaked at $758K in Q1 2026. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Mackenzie Financial reported no remaining MGE Energy Inc position as of Q2 2026 after selling out during the quarter.
  • Mackenzie Financial sold 9,812 MGE Energy Inc shares in Q2 2026, an estimated $758K.
  • Mackenzie Financial first reported a position in MGE Energy Inc in Q2 2022 and held it in 9 quarters.
  • Mackenzie Financial's MGE Energy Inc position peaked at $758K in Q1 2026.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.