Parkside Financial Bank & Trust’s MGE Energy Inc MGEE Stock Holding History

Parkside Financial Bank & Trust’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	$12.9K	Buy	158 +126	+394%	+$9.76K	﹤0.01%	1567
2026 Q1	$2.47K	Buy	32 +25	+357%	+$1.97K	﹤0.01%	2037
2025 Q4	$549	Buy	7 +3	+75%	+$247	﹤0.01%	2555
2025 Q3	$337	Sell	4 -9	-69%	-$768	﹤0.01%	2626
2025 Q2	$1.15K	Buy	13 +11	+550%	+$990	﹤0.01%	2215
2025 Q1	$186	Sell	2 -2	-50%	-$182	﹤0.01%	2689
2024 Q4	$376	Buy	4 +2	+100%	+$193	﹤0.01%	1932
2024 Q3	$183	Hold	2	–	–	﹤0.01%	2023
2024 Q2	$150	Hold	2	–	–	﹤0.01%	1984
2024 Q1	$158	Buy	+2	New	+$140	﹤0.01%	1980
2015 Q4	–	Sell	-150	Closed	-$6K	–	1098
2015 Q3	$6K	Buy	+150	New	+$5.93K	﹤0.01%	752

Other funds holding MGEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Parkside Financial Bank & Trust's MGEE Position: Q2 2026 in Review

Parkside Financial Bank & Trust increased its MGE Energy Inc (MGEE) stake by 394% in Q2 2026, buying an estimated $9.76K and bringing the position to 158 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

Parkside Financial Bank & Trust first reported a position in MGEE in Q3 2015 and has held it in 11 quarters since. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

Parkside Financial Bank & Trust held 158 shares of MGE Energy Inc worth $12.9K as of Q2 2026.
Parkside Financial Bank & Trust bought 126 MGE Energy Inc shares in Q2 2026, an estimated $9.76K.
MGE Energy Inc made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #1567 holding.
Parkside Financial Bank & Trust first reported a position in MGE Energy Inc in Q3 2015 and has held it in 11 quarters since.
337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.