Security National Bank’s MGE Energy Inc MGEE Stock Holding History

Security National Bank’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	$267K	Hold	3,269	–	–	0.03%	140
2026 Q1	$253K	Hold	3,269	–	–	0.04%	132
2025 Q4	$256K	Hold	3,269	–	–	0.04%	131
2025 Q3	$275K	Hold	3,269	–	–	0.04%	126
2025 Q2	$289K	Hold	3,269	–	–	0.05%	106
2025 Q1	$304K	Hold	3,269	–	–	0.06%	102
2024 Q4	$307K	Hold	3,269	–	–	0.04%	94
2024 Q3	$299K	Buy	3,269 +2,669	+445%	+$228K	0.04%	98
2024 Q2	$44.8K	Hold	600	–	–	0.01%	200
2024 Q1	$47.2K	Hold	600	–	–	0.01%	196
2023 Q4	$43.4K	Buy	+600	New	+$43.4K	0.01%	206

Other funds holding MGEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Security National Bank's MGEE Position: Q2 2026 in Review

Security National Bank held its MGE Energy Inc (MGEE) position steady in Q2 2026 at 3,269 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #140.

Security National Bank first reported a position in MGEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $307K in Q4 2024. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

Security National Bank held 3,269 shares of MGE Energy Inc worth $267K as of Q2 2026.
Security National Bank left its MGE Energy Inc share count unchanged in Q2 2026.
MGE Energy Inc made up 0.03% of Security National Bank's portfolio in Q2 2026, its #140 holding.
Security National Bank first reported a position in MGE Energy Inc in Q4 2023 and has held it in 11 quarters since.
Security National Bank's MGE Energy Inc position peaked at $307K in Q4 2024.
337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.