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TD Private Client Wealth’s MGE Energy Inc MGEE Stock Holding History

TD Private Client 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
2026
Q2 		$652 Sell
8
-11
-58% -$852 ﹤0.01% 1537
2026
Q1 		$1.47K Buy
+19
New +$1.5K ﹤0.01% 1333
2021
Q4 		– Sell
-22
Closed -$1.62K – 1224
2021
Q3 		$1.62K Hold
22
– – ﹤0.01% 1050
2021
Q2 		$1.64K Hold
22
– – ﹤0.01% 1052
2021
Q1 		$1.57K Hold
22
– – ﹤0.01% 1017
2020
Q4 		$1.54K Hold
22
– – ﹤0.01% 975
2020
Q3 		$1.38K Hold
22
– – ﹤0.01% 940
2020
Q2 		$1.42K Hold
22
– – ﹤0.01% 935
2020
Q1 		$1.44K Hold
22
– – ﹤0.01% 908
2019
Q4 		$1.73K Buy
+22
New +$1.7K ﹤0.01% 919

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

TD Private Client Wealth's MGEE Position: Q2 2026 in Review

TD Private Client Wealth reduced its MGE Energy Inc (MGEE) stake by 58% in Q2 2026, selling an estimated $852 and leaving 8 shares worth $652. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

TD Private Client Wealth first reported a position in MGEE in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.73K in Q4 2019. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • TD Private Client Wealth held 8 shares of MGE Energy Inc worth $652 as of Q2 2026.
  • TD Private Client Wealth sold 11 MGE Energy Inc shares in Q2 2026, an estimated $852.
  • MGE Energy Inc made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1537 holding.
  • TD Private Client Wealth first reported a position in MGE Energy Inc in Q4 2019 and has held it in 10 quarters since.
  • TD Private Client Wealth's MGE Energy Inc position peaked at $1.73K in Q4 2019.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.