MassMutual Private Wealth & Trust’s MGE Energy Inc MGEE Stock Holding History

MassMutual Private Wealth & 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 Q2	$9.13K	Buy	112 +101	+918%	+$7.83K	﹤0.01%	1441
2026 Q1	$850	Buy	11 +2	+22%	+$157	﹤0.01%	2167
2025 Q4	$706	Sell	9 -24	-73%	-$1.97K	﹤0.01%	2199
2025 Q3	$2.78K	Buy	33 +23	+230%	+$1.96K	﹤0.01%	1893
2025 Q2	$884	Hold	10	–	–	﹤0.01%	2148
2025 Q1	$930	Buy	10 +1	+11%	+$91	﹤0.01%	2144
2024 Q4	$846	Hold	9	–	–	﹤0.01%	2057
2024 Q3	$823	Buy	9 +5	+125%	+$427	﹤0.01%	1899
2024 Q2	$299	Hold	4	–	–	﹤0.01%	2023
2024 Q1	$315	Sell	4 -25	-86%	-$1.75K	﹤0.01%	1927
2023 Q4	$2.1K	Hold	29	–	–	﹤0.01%	1486
2023 Q3	$1.99K	Buy	29 +6	+26%	+$455	﹤0.01%	1509
2023 Q2	$1.82K	Buy	+23	New	+$1.77K	﹤0.01%	1499

Other funds holding MGEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

MassMutual Private Wealth & Trust's MGEE Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its MGE Energy Inc (MGEE) stake by 918% in Q2 2026, buying an estimated $7.83K and bringing the position to 112 shares worth $9.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

MassMutual Private Wealth & Trust first reported a position in MGEE in Q2 2023 and has held it in 13 quarters since. 98 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

MassMutual Private Wealth & Trust held 112 shares of MGE Energy Inc worth $9.13K as of Q2 2026.
MassMutual Private Wealth & Trust bought 101 MGE Energy Inc shares in Q2 2026, an estimated $7.83K.
MGE Energy Inc made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1441 holding.
MassMutual Private Wealth & Trust first reported a position in MGE Energy Inc in Q2 2023 and has held it in 13 quarters since.
98 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.