Stifel Financial
MGEE icon

Stifel Financial’s MGE Energy Inc MGEE Stock Holding History

Stifel 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 		$333K Sell
4,078
-176
-4% -$13.6K ﹤0.01% 3232
2026
Q1 		$329K Buy
4,254
+13
+0.3% +$1.02K ﹤0.01% 3127
2025
Q4 		$333K Sell
4,241
-85
-2% -$6.99K ﹤0.01% 3091
2025
Q3 		$364K Sell
4,326
-2
-0% -$171 ﹤0.01% 2995
2025
Q2 		$383K Sell
4,328
-54
-1% -$4.86K ﹤0.01% 2921
2025
Q1 		$407K Buy
4,382
+437
+11% +$39.8K ﹤0.01% 2820
2024
Q4 		$371K Buy
3,945
+433
+12% +$41.8K ﹤0.01% 2863
2024
Q3 		$321K Buy
3,512
+91
+3% +$7.78K ﹤0.01% 2924
2024
Q2 		$256K Buy
3,421
+848
+33% +$66.2K ﹤0.01% 2995
2024
Q1 		$203K Buy
+2,573
New +$180K ﹤0.01% 3093
2021
Q2 		– Sell
-3,169
Closed -$226K – 3356
2021
Q1 		$226K Buy
+3,169
New +$213K ﹤0.01% 2951

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

Stifel Financial's MGEE Position: Q2 2026 in Review

Stifel Financial reduced its MGE Energy Inc (MGEE) stake by 4.1% in Q2 2026, selling an estimated $13.6K and leaving 4,078 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #3232.

Stifel Financial first reported a position in MGEE in Q1 2021 and has held it in 11 quarters since. The position peaked at $407K in Q1 2025. 338 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Stifel Financial held 4,078 shares of MGE Energy Inc worth $333K as of Q2 2026.
  • Stifel Financial sold 176 MGE Energy Inc shares in Q2 2026, an estimated $13.6K.
  • MGE Energy Inc made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3232 holding.
  • Stifel Financial first reported a position in MGE Energy Inc in Q1 2021 and has held it in 11 quarters since.
  • Stifel Financial's MGE Energy Inc position peaked at $407K in Q1 2025.
  • 338 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.