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Private Trust Company’s MGE Energy Inc MGEE Stock Holding History

Private Trust Company’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 		$41.2K Hold
505
– – ﹤0.01% 1471
2026
Q1 		$39K Hold
505
– – ﹤0.01% 1411
2025
Q4 		$39.6K Hold
505
– – ﹤0.01% 1375
2025
Q3 		$42.5K Hold
505
– – ﹤0.01% 1343
2025
Q2 		$44.7K Buy
+505
New +$45.5K ﹤0.01% 1267

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

Private Trust Company's MGEE Position: Q2 2026 in Review

Private Trust Company held its MGE Energy Inc (MGEE) position steady in Q2 2026 at 505 shares worth $41.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Private Trust Company first reported a position in MGEE in Q2 2025 and has held it in 5 quarters since. The position peaked at $44.7K in Q2 2025. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Private Trust Company held 505 shares of MGE Energy Inc worth $41.2K as of Q2 2026.
  • Private Trust Company left its MGE Energy Inc share count unchanged in Q2 2026.
  • MGE Energy Inc made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1471 holding.
  • Private Trust Company first reported a position in MGE Energy Inc in Q2 2025 and has held it in 5 quarters since.
  • Private Trust Company's MGE Energy Inc position peaked at $44.7K in Q2 2025.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.