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SBI Securities’s MGE Energy Inc MGEE Stock Holding History

SBI Securities’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 		$897 Buy
11
+10
+1,000% +$775 ﹤0.01% 2841
2026
Q1 		$77 Hold
1
– – ﹤0.01% 3480
2025
Q4 		$78 Hold
1
– – ﹤0.01% 3486
2025
Q3 		$84 Hold
1
– – ﹤0.01% 3570
2025
Q2 		$88 Hold
1
– – ﹤0.01% 3576
2025
Q1 		$93 Sell
1
-20
-95% -$1.82K ﹤0.01% 3466
2024
Q4 		$1.97K Buy
+21
New +$2.03K ﹤0.01% 2322

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

SBI Securities's MGEE Position: Q2 2026 in Review

SBI Securities increased its MGE Energy Inc (MGEE) stake by 1,000% in Q2 2026, buying an estimated $775 and bringing the position to 11 shares worth $897. The position accounts for ﹤0.01% of the portfolio, ranked #2841.

SBI Securities first reported a position in MGEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.97K in Q4 2024. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • SBI Securities held 11 shares of MGE Energy Inc worth $897 as of Q2 2026.
  • SBI Securities bought 10 MGE Energy Inc shares in Q2 2026, an estimated $775.
  • MGE Energy Inc made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2841 holding.
  • SBI Securities first reported a position in MGE Energy Inc in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's MGE Energy Inc position peaked at $1.97K in Q4 2024.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.