NBT Bank’s MGE Energy Inc MGEE Stock Holding History

NBT Bank’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 Q1	$137K	Buy	+1,778	New	+$140K	0.01%	401
2025 Q3	–	Sell	-1,767	Closed	-$156K	–	829
2025 Q2	$156K	Buy	+1,767	New	+$159K	0.01%	391
2025 Q1	–	Sell	-1,761	Closed	-$166K	–	832
2024 Q4	$166K	Buy	1,761 +2	+0.1%	+$193	0.01%	384
2024 Q3	$161K	Sell	1,759 -97	-5%	-$8.29K	0.01%	394
2024 Q2	$137K	Buy	1,856 +3	+0.2%	+$234	0.01%	375
2024 Q1	$146K	Buy	1,853 +4	+0.2%	+$280	0.01%	376
2023 Q4	$134K	Buy	+1,849	New	+$134K	0.01%	374

Other funds holding MGEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

NBT Bank's MGEE Position: Q1 2026 in Review

NBT Bank opened a new position in MGE Energy Inc (MGEE) in Q1 2026: 1,778 shares worth $137K. The stake represents 0.01% of the portfolio and ranks #401 among its holdings. This is a return to the name: NBT Bank previously reported a position in MGEE as recently as Q2 2025.

NBT Bank first reported a position in MGEE in Q4 2023 and has held it in 7 quarters since. The position peaked at $166K in Q4 2024. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

NBT Bank held 1,778 shares of MGE Energy Inc worth $137K as of Q1 2026.
MGE Energy Inc was a new NBT Bank position in Q1 2026.
MGE Energy Inc made up 0.01% of NBT Bank's portfolio in Q1 2026, its #401 holding.
NBT Bank first reported a position in MGE Energy Inc in Q4 2023 and has held it in 7 quarters since.
NBT Bank's MGE Energy Inc position peaked at $166K in Q4 2024.
317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.