Rockefeller Capital Management
MGEE icon

Rockefeller Capital Management’s MGE Energy Inc MGEE Stock Holding History

Rockefeller Capital Management’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 		$7.5K Buy
92
+51
+124% +$3.95K ﹤0.01% 4119
2026
Q1 		$3.17K Sell
41
-2,449
-98% -$193K ﹤0.01% 4335
2025
Q4 		$195K Sell
2,490
-91
-4% -$7.48K ﹤0.01% 2384
2025
Q3 		$217K Buy
+2,581
New +$220K ﹤0.01% 2192
2023
Q1 		– Sell
-33
Closed -$2K – 3126
2022
Q4 		$2K Hold
33
– – ﹤0.01% 3588
2022
Q3 		$2K Sell
33
-1
-3% -$78 ﹤0.01% 3606
2022
Q2 		$2K Buy
34
+2
+6% +$159 ﹤0.01% 3806
2022
Q1 		$2K Hold
32
– – ﹤0.01% 3621
2021
Q4 		$2K Hold
32
– – ﹤0.01% 3550
2021
Q3 		$2K Hold
32
– – ﹤0.01% 3452
2021
Q2 		$2K Hold
32
– – ﹤0.01% 3256
2021
Q1 		$2K Buy
32
+9
+39% +$606 ﹤0.01% 3109
2020
Q4 		$1K Buy
+23
New +$1.59K ﹤0.01% 2747

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

Rockefeller Capital Management's MGEE Position: Q2 2026 in Review

Rockefeller Capital Management increased its MGE Energy Inc (MGEE) stake by 124% in Q2 2026, buying an estimated $3.95K and bringing the position to 92 shares worth $7.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4119.

Rockefeller Capital Management first reported a position in MGEE in Q4 2020 and has held it in 13 quarters since. The position peaked at $217K in Q3 2025. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Rockefeller Capital Management held 92 shares of MGE Energy Inc worth $7.5K as of Q2 2026.
  • Rockefeller Capital Management bought 51 MGE Energy Inc shares in Q2 2026, an estimated $3.95K.
  • MGE Energy Inc made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4119 holding.
  • Rockefeller Capital Management first reported a position in MGE Energy Inc in Q4 2020 and has held it in 13 quarters since.
  • Rockefeller Capital Management's MGE Energy Inc position peaked at $217K in Q3 2025.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.