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Mather Group’s MGE Energy Inc MGEE Stock Holding History

Mather 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 		$1.96K Sell
24
-41
-63% -$3.18K ﹤0.01% 1740
2026
Q1 		$5.02K Buy
+65
New +$5.12K ﹤0.01% 1576
2025
Q4 		– Sell
-72
Closed -$6.06K – 1260
2025
Q3 		$6.06K Buy
+72
New +$6.14K ﹤0.01% 1350
2025
Q2 		– Sell
-72
Closed -$6.69K – 1287
2025
Q1 		$6.69K Hold
72
– – ﹤0.01% 1349
2024
Q4 		$6.76K Buy
+72
New +$6.96K ﹤0.01% 1325

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

Mather Group's MGEE Position: Q2 2026 in Review

Mather Group reduced its MGE Energy Inc (MGEE) stake by 63% in Q2 2026, selling an estimated $3.18K and leaving 24 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1740.

Mather Group first reported a position in MGEE in Q4 2024 and has held it in 5 quarters since. The position peaked at $6.76K in Q4 2024. 338 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Mather Group held 24 shares of MGE Energy Inc worth $1.96K as of Q2 2026.
  • Mather Group sold 41 MGE Energy Inc shares in Q2 2026, an estimated $3.18K.
  • MGE Energy Inc made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1740 holding.
  • Mather Group first reported a position in MGE Energy Inc in Q4 2024 and has held it in 5 quarters since.
  • Mather Group's MGE Energy Inc position peaked at $6.76K in Q4 2024.
  • 338 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.