SVB Wealth’s MGE Energy Inc MGEE Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-86	Closed	-$8K	–	1161
2025 Q1	$8K	Buy	+86	New	+$7.83K	﹤0.01%	935

Other funds holding MGEE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SVB Wealth's MGEE Position: Q2 2025 in Review

SVB Wealth sold out of MGE Energy Inc (MGEE) in Q2 2025, closing a stake of 86 shares — an estimated $8K sold.

SVB Wealth first reported a position in MGEE in Q1 2025 and held it in 1 quarter. The position peaked at $8K in Q1 2025. 295 funds tracked by Wall St. Rank hold MGEE as of Q2 2025.

SVB Wealth reported no remaining MGE Energy Inc position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 86 MGE Energy Inc shares in Q2 2025, an estimated $8K.
SVB Wealth first reported a position in MGE Energy Inc in Q1 2025 and held it in 1 quarter.
SVB Wealth's MGE Energy Inc position peaked at $8K in Q1 2025.
295 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.