MFG
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Merit Financial Group’s MGE Energy Inc MGEE Stock Holding History

Merit Financial 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 		$2.47M Buy
30,318
+940
+3% +$72.8K 0.02% 662
2026
Q1 		$2.27M Buy
29,378
+5,598
+24% +$441K 0.02% 621
2025
Q4 		$1.86M Buy
23,780
+17,161
+259% +$1.41M 0.02% 675
2025
Q3 		$557K Sell
6,619
-441
-6% -$37.6K 0.01% 1116
2025
Q2 		$624K Sell
7,060
-33
-0.5% -$2.97K 0.01% 999
2025
Q1 		$659K Buy
7,093
+14
+0.2% +$1.27K 0.01% 817
2024
Q4 		$665K Buy
7,079
+116
+2% +$11.2K 0.01% 625
2024
Q3 		$637K Sell
6,963
-3,898
-36% -$333K 0.01% 512
2024
Q2 		$812K Sell
10,861
-8
-0.1% -$625 0.02% 468
2024
Q1 		$869K Buy
+10,869
New +$762K 0.02% 443

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

Merit Financial Group's MGEE Position: Q2 2026 in Review

Merit Financial Group increased its MGE Energy Inc (MGEE) stake by 3.2% in Q2 2026, buying an estimated $72.8K and bringing the position to 30,318 shares worth $2.47M. The position accounts for 0.02% of the portfolio, ranked #662.

Merit Financial Group first reported a position in MGEE in Q1 2024 and has held it in 10 quarters since. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Merit Financial Group held 30,318 shares of MGE Energy Inc worth $2.47M as of Q2 2026.
  • Merit Financial Group bought 940 MGE Energy Inc shares in Q2 2026, an estimated $72.8K.
  • MGE Energy Inc made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #662 holding.
  • Merit Financial Group first reported a position in MGE Energy Inc in Q1 2024 and has held it in 10 quarters since.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.