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
Q2 		$753K Sell
9,231
-506
-5% -$39.2K ﹤0.01% 4205
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Raymond James Financial's MGEE Position: Q2 2026 in Review

Raymond James Financial reduced its MGE Energy Inc (MGEE) stake by 5.2% in Q2 2026, selling an estimated $39.2K and leaving 9,231 shares worth $753K. The position accounts for ﹤0.01% of the portfolio, ranked #4205.

Raymond James Financial first reported a position in MGEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q2 2025. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Raymond James Financial held 9,231 shares of MGE Energy Inc worth $753K as of Q2 2026.
  • Raymond James Financial sold 506 MGE Energy Inc shares in Q2 2026, an estimated $39.2K.
  • MGE Energy Inc made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4205 holding.
  • Raymond James Financial first reported a position in MGE Energy Inc in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's MGE Energy Inc position peaked at $1.01M in Q2 2025.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.