Macquarie Group
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Macquarie Group’s MGE Energy Inc MGEE Stock Holding History

Macquarie Group’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 		$1.9M Buy
23,330
+7,436
+47% +$576K 0.01% 572
2026
Q1 		$1.23M Sell
15,894
-3,989
-20% -$314K 0.01% 611
2025
Q4 		$1.56M Sell
19,883
-2,027
-9% -$167K 0.01% 612
2025
Q3 		$1.84M Buy
21,910
+3,895
+22% +$332K ﹤0.01% 1194
2025
Q2 		$1.59M Buy
18,015
+3,661
+26% +$330K ﹤0.01% 1284
2025
Q1 		$1.33M Sell
14,354
-3,709
-21% -$337K ﹤0.01% 1334
2024
Q4 		$1.51M Buy
18,063
+649
+4% +$62.7K ﹤0.01% 1275
2024
Q3 		$1.59M Sell
17,414
-2,807
-14% -$240K ﹤0.01% 1296
2024
Q2 		$1.51M Sell
20,221
-8,882
-31% -$694K ﹤0.01% 1298
2024
Q1 		$2.29M Sell
29,103
-1,916
-6% -$134K ﹤0.01% 1180
2023
Q4 		$2.24M Buy
31,019
+10,272
+50% +$743K ﹤0.01% 1188
2023
Q3 		$1.42M Buy
20,747
+1,368
+7% +$104K ﹤0.01% 1257
2023
Q2 		$1.53M Sell
19,379
-776
-4% -$59.6K ﹤0.01% 1260
2023
Q1 		$1.57M Sell
20,155
-4,096
-17% -$297K ﹤0.01% 1242
2022
Q4 		$1.71M Buy
24,251
+3,941
+19% +$271K ﹤0.01% 1253
2022
Q3 		$1.37M Buy
20,310
+506
+3% +$39.7K ﹤0.01% 1340
2022
Q2 		$2.01M Sell
19,804
-4,352
-18% -$347K ﹤0.01% 1293
2022
Q1 		$1.93M Buy
24,156
+5,293
+28% +$402K ﹤0.01% 1378
2021
Q4 		$1.55M Buy
18,863
+16,126
+589% +$1.24M ﹤0.01% 1444
2021
Q3 		$201K Sell
2,737
-492
-15% -$38.5K ﹤0.01% 1799
2021
Q2 		$240K Sell
3,229
-2,548
-44% -$190K ﹤0.01% 1773
2021
Q1 		$412K Sell
5,777
-656
-10% -$44.2K ﹤0.01% 1561
2020
Q4 		$450K Hold
6,433
– – ﹤0.01% 1469
2020
Q3 		$403K Hold
6,433
– – ﹤0.01% 1446
2020
Q2 		$415K Buy
6,433
+719
+13% +$46.9K ﹤0.01% 1391
2020
Q1 		$374K Buy
5,714
+514
+10% +$38.3K ﹤0.01% 1336
2019
Q4 		$410K Sell
5,200
-400
-7% -$30.8K ﹤0.01% 1441
2019
Q3 		$447K Hold
5,600
– – ﹤0.01% 1388
2019
Q2 		$409K Buy
5,600
+2,300
+70% +$158K ﹤0.01% 1396
2019
Q1 		$224K Hold
3,300
– – ﹤0.01% 1432
2018
Q4 		$198K Sell
3,300
-2,600
-44% -$166K ﹤0.01% 1427
2018
Q3 		$377K Sell
5,900
-2,700
-31% -$175K ﹤0.01% 1358
2018
Q2 		$542K Buy
8,600
+2,900
+51% +$169K ﹤0.01% 1337
2018
Q1 		$320K Sell
5,700
-10,300
-64% -$586K ﹤0.01% 1546
2017
Q4 		$129K Hold
16,000
– – ﹤0.01% 1840
2017
Q3 		$1.03M Buy
16,000
+6,600
+70% +$427K ﹤0.01% 1202
2017
Q2 		$605K Sell
9,400
-1,100
-10% -$71.8K ﹤0.01% 1273
2017
Q1 		$683K Hold
10,500
– – ﹤0.01% 1265
2016
Q4 		$686K Hold
10,500
– – ﹤0.01% 1262
2016
Q3 		$593K Buy
10,500
+600
+6% +$33.8K ﹤0.01% 1263
2016
Q2 		$559K Hold
9,900
– – ﹤0.01% 1256
2016
Q1 		$517K Hold
9,900
– – ﹤0.01% 1229
2015
Q4 		$459K Hold
9,900
– – ﹤0.01% 1194
2015
Q3 		$408K Hold
9,900
– – ﹤0.01% 1284
2015
Q2 		$383K Hold
9,900
– – ﹤0.01% 1345
2015
Q1 		$439K Buy
+9,900
New +$439K ﹤0.01% 1292

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

Macquarie Group's MGEE Position: Q2 2026 in Review

Macquarie Group increased its MGE Energy Inc (MGEE) stake by 47% in Q2 2026, buying an estimated $576K and bringing the position to 23,330 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #572.

Macquarie Group first reported a position in MGEE in Q1 2015 and has held it in 46 quarters since. The position peaked at $2.29M in Q1 2024. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Macquarie Group held 23,330 shares of MGE Energy Inc worth $1.9M as of Q2 2026.
  • Macquarie Group bought 7,436 MGE Energy Inc shares in Q2 2026, an estimated $576K.
  • MGE Energy Inc made up 0.01% of Macquarie Group's portfolio in Q2 2026, its #572 holding.
  • Macquarie Group first reported a position in MGE Energy Inc in Q1 2015 and has held it in 46 quarters since.
  • Macquarie Group's MGE Energy Inc position peaked at $2.29M in Q1 2024.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Macquarie Group's 13F filing for Q2 2026, filed 14 Aug 2026.