Moody National Bank Trust Division’s MGE Energy Inc MGEE Stock Holding History

Moody National Bank Trust Division’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	$402K	Buy	+4,924	New	+$382K	0.03%	376
2019 Q2	–	Sell	-89	Closed	-$6K	–	725
2019 Q1	$6K	Sell	89 -10	-10%	-$636	﹤0.01%	787
2018 Q4	$6K	Buy	+99	New	+$6.31K	﹤0.01%	695

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

Moody National Bank Trust Division's MGEE Position: Q2 2026 in Review

Moody National Bank Trust Division opened a new position in MGE Energy Inc (MGEE) in Q2 2026: 4,924 shares worth $402K. The stake represents 0.03% of the portfolio and ranks #376 among its holdings. This is a return to the name: Moody National Bank Trust Division previously reported a position in MGEE as recently as Q1 2019.

Moody National Bank Trust Division first reported a position in MGEE in Q4 2018 and has held it in 3 quarters since. 98 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

Moody National Bank Trust Division held 4,924 shares of MGE Energy Inc worth $402K as of Q2 2026.
MGE Energy Inc was a new Moody National Bank Trust Division position in Q2 2026.
MGE Energy Inc made up 0.03% of Moody National Bank Trust Division's portfolio in Q2 2026, its #376 holding.
Moody National Bank Trust Division first reported a position in MGE Energy Inc in Q4 2018 and has held it in 3 quarters since.
98 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.