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Trust Point Inc’s MGE Energy Inc MGEE Stock Holding History

Trust Point Inc’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 		$516K Buy
6,334
+19
+0.3% +$1.47K 0.04% 216
2026
Q1 		$488K Sell
6,315
-280
-4% -$22K 0.04% 258
2025
Q4 		$517K Buy
6,595
+17
+0.3% +$1.4K 0.04% 228
2025
Q3 		$554K Buy
6,578
+17
+0.3% +$1.45K 0.04% 209
2025
Q2 		$580K Buy
6,561
+2,477
+61% +$223K 0.05% 168
2025
Q1 		$380K Buy
4,084
+3
+0.1% +$273 0.03% 280
2024
Q4 		$383K Buy
4,081
+2
+0% +$193 0.03% 356
2024
Q3 		$373K Buy
4,079
+3
+0.1% +$256 0.03% 341
2024
Q2 		$305K Sell
4,076
-672
-14% -$52.5K 0.02% 378
2024
Q1 		$374K Sell
4,748
-15
-0.3% -$1.05K 0.03% 347
2023
Q4 		$344K Buy
+4,763
New +$345K 0.03% 363

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

Trust Point Inc's MGEE Position: Q2 2026 in Review

Trust Point Inc increased its MGE Energy Inc (MGEE) stake by 0.3% in Q2 2026, buying an estimated $1.47K and bringing the position to 6,334 shares worth $516K. The position accounts for 0.04% of the portfolio, ranked #216.

Trust Point Inc first reported a position in MGEE in Q4 2023 and has held it in 11 quarters since. The position peaked at $580K in Q2 2025. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Trust Point Inc held 6,334 shares of MGE Energy Inc worth $516K as of Q2 2026.
  • Trust Point Inc bought 19 MGE Energy Inc shares in Q2 2026, an estimated $1.47K.
  • MGE Energy Inc made up 0.04% of Trust Point Inc's portfolio in Q2 2026, its #216 holding.
  • Trust Point Inc first reported a position in MGE Energy Inc in Q4 2023 and has held it in 11 quarters since.
  • Trust Point Inc's MGE Energy Inc position peaked at $580K in Q2 2025.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.