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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Stifel Financial's MGEE Position: Q1 2026 in Review

Stifel Financial increased its MGE Energy Inc (MGEE) stake by 0.31% in Q1 2026, buying an estimated $1.02K and bringing the position to 4,254 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #3127.

Stifel Financial first reported a position in MGEE in Q1 2021 and has held it in 10 quarters since. The position peaked at $407K in Q1 2025. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

Stifel Financial held 4,254 shares of MGE Energy Inc worth $329K as of Q1 2026.
Stifel Financial bought 13 MGE Energy Inc shares in Q1 2026, an estimated $1.02K.
MGE Energy Inc made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3127 holding.
Stifel Financial first reported a position in MGE Energy Inc in Q1 2021 and has held it in 10 quarters since.
Stifel Financial's MGE Energy Inc position peaked at $407K in Q1 2025.
317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.