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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
Q2 		$145K Buy
1,781
+3
+0.2% +$232 0.01% 401
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
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

NBT Bank's MGEE Position: Q2 2026 in Review

NBT Bank increased its MGE Energy Inc (MGEE) stake by 0.17% in Q2 2026, buying an estimated $232 and bringing the position to 1,781 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #401.

NBT Bank first reported a position in MGEE in Q4 2023 and has held it in 8 quarters since. The position peaked at $166K in Q4 2024. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • NBT Bank held 1,781 shares of MGE Energy Inc worth $145K as of Q2 2026.
  • NBT Bank bought 3 MGE Energy Inc shares in Q2 2026, an estimated $232.
  • MGE Energy Inc made up 0.01% of NBT Bank's portfolio in Q2 2026, its #401 holding.
  • NBT Bank first reported a position in MGE Energy Inc in Q4 2023 and has held it in 8 quarters since.
  • NBT Bank's MGE Energy Inc position peaked at $166K in Q4 2024.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.