Raymond James Financial
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Raymond James Financial’s MGE Energy Inc MGEE Stock Holding History

Raymond James Financial’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 		$753K Sell
9,737
-127
-1% -$10K ﹤0.01% 4068
2025
Q4 		$774K Sell
9,864
-334
-3% -$27.5K ﹤0.01% 3962
2025
Q3 		$858K Sell
10,198
-1,220
-11% -$104K ﹤0.01% 3777
2025
Q2 		$1.01M Buy
11,418
+3,387
+42% +$305K ﹤0.01% 3585
2025
Q1 		$747K Sell
8,031
-277
-3% -$25.2K ﹤0.01% 3684
2024
Q4 		$781K Buy
+8,308
New +$803K ﹤0.01% 3619

Other funds holding MGEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Raymond James Financial's MGEE Position: Q1 2026 in Review

Raymond James Financial reduced its MGE Energy Inc (MGEE) stake by 1.3% in Q1 2026, selling an estimated $10K and leaving 9,737 shares worth $753K. The position accounts for ﹤0.01% of the portfolio, ranked #4068.

Raymond James Financial first reported a position in MGEE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.01M in Q2 2025. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

  • Raymond James Financial held 9,737 shares of MGE Energy Inc worth $753K as of Q1 2026.
  • Raymond James Financial sold 127 MGE Energy Inc shares in Q1 2026, an estimated $10K.
  • MGE Energy Inc made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4068 holding.
  • Raymond James Financial first reported a position in MGE Energy Inc in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's MGE Energy Inc position peaked at $1.01M in Q2 2025.
  • 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.