UBS Group
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UBS Group’s MGE Energy Inc MGEE Stock Holding History

UBS Group’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 		$8.18M Buy
100,350
+39,300
+64% +$3.05M ﹤0.01% 3669
2026
Q1 		$4.72M Sell
61,050
-29,099
-32% -$2.29M ﹤0.01% 4138
2025
Q4 		$7.07M Sell
90,149
-53,736
-37% -$4.42M ﹤0.01% 3672
2025
Q3 		$12.1M Sell
143,885
-18,799
-12% -$1.6M ﹤0.01% 3088
2025
Q2 		$14.4M Sell
162,684
-26,152
-14% -$2.35M ﹤0.01% 2720
2025
Q1 		$17.6M Buy
188,836
+38,877
+26% +$3.54M ﹤0.01% 2474
2024
Q4 		$14.1M Buy
149,959
+91,855
+158% +$8.87M ﹤0.01% 2701
2024
Q3 		$5.31M Buy
58,104
+471
+0.8% +$40.3K ﹤0.01% 3008
2024
Q2 		$4.31M Buy
57,633
+1,274
+2% +$99.5K ﹤0.01% 3012
2024
Q1 		$4.44M Sell
56,359
-25,026
-31% -$1.75M ﹤0.01% 3099
2023
Q4 		$5.88M Buy
81,385
+24,746
+44% +$1.79M ﹤0.01% 2618
2023
Q3 		$3.88M Sell
56,639
-3,140
-5% -$238K ﹤0.01% 2820
2023
Q2 		$4.73M Buy
59,779
+14,247
+31% +$1.09M ﹤0.01% 2648
2023
Q1 		$3.54M Buy
45,532
+7,259
+19% +$526K ﹤0.01% 2849
2022
Q4 		$2.69M Buy
38,273
+14,309
+60% +$983K ﹤0.01% 3084
2022
Q3 		$1.57M Sell
23,964
-1,428
-6% -$112K ﹤0.01% 3371
2022
Q2 		$1.98M Sell
25,392
-4,524
-15% -$361K ﹤0.01% 3160
2022
Q1 		$2.39M Sell
29,916
-3,921
-12% -$298K ﹤0.01% 3264
2021
Q4 		$2.78M Buy
33,837
+15,451
+84% +$1.19M ﹤0.01% 3439
2021
Q3 		$1.35M Buy
18,386
+2,425
+15% +$190K ﹤0.01% 3924
2021
Q2 		$1.19M Sell
15,961
-8,550
-35% -$637K ﹤0.01% 4033
2021
Q1 		$1.75M Buy
24,511
+424
+2% +$28.6K ﹤0.01% 3695
2020
Q4 		$1.69M Buy
24,087
+2,783
+13% +$192K ﹤0.01% 3553
2020
Q3 		$1.33M Sell
21,304
-13,101
-38% -$849K ﹤0.01% 3429
2020
Q2 		$2.22M Sell
34,405
-1,717
-5% -$112K ﹤0.01% 2772
2020
Q1 		$2.37M Sell
36,122
-18,826
-34% -$1.4M ﹤0.01% 2597
2019
Q4 		$4.33M Buy
54,948
+16,329
+42% +$1.26M ﹤0.01% 2733
2019
Q3 		$3.08M Buy
38,619
+16,114
+72% +$1.21M ﹤0.01% 2856
2019
Q2 		$1.64M Buy
22,505
+9,004
+67% +$619K ﹤0.01% 3325
2019
Q1 		$917K Sell
13,501
-12,773
-49% -$813K ﹤0.01% 3649
2018
Q4 		$1.58M Buy
26,274
+1,912
+8% +$122K ﹤0.01% 3276
2018
Q3 		$1.55M Buy
24,362
+3,664
+18% +$238K ﹤0.01% 3445
2018
Q2 		$1.3M Sell
20,698
-2,247
-10% -$131K ﹤0.01% 3549
2018
Q1 		$1.29M Sell
22,945
-4,874
-18% -$277K ﹤0.01% 3518
2017
Q4 		$1.76M Sell
27,819
-12,678
-31% -$825K ﹤0.01% 3303
2017
Q3 		$2.62M Buy
40,497
+7,867
+24% +$509K ﹤0.01% 2867
2017
Q2 		$2.1M Sell
32,630
-4,415
-12% -$288K ﹤0.01% 2966
2017
Q1 		$2.41M Sell
37,045
-1,887
-5% -$119K ﹤0.01% 2771
2016
Q4 		$2.54M Buy
38,932
+4,300
+12% +$257K ﹤0.01% 2699
2016
Q3 		$1.96M Buy
34,632
+1,717
+5% +$96.7K ﹤0.01% 2863
2016
Q2 		$1.86M Buy
32,915
+1,884
+6% +$97.5K ﹤0.01% 2831
2016
Q1 		$1.62M Sell
31,031
-2,707
-8% -$133K ﹤0.01% 2860
2015
Q4 		$1.57M Sell
33,738
-3,270
-9% -$140K ﹤0.01% 3033
2015
Q3 		$1.52M Sell
37,008
-2,857
-7% -$113K ﹤0.01% 2987
2015
Q2 		$1.54M Buy
39,865
+12,456
+45% +$505K ﹤0.01% 3226
2015
Q1 		$1.22M Sell
27,409
-2,558
-9% -$113K ﹤0.01% 3399
2014
Q4 		$1.37M Buy
+29,967
New +$1.3M ﹤0.01% 3294

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

UBS Group's MGEE Position: Q2 2026 in Review

UBS Group increased its MGE Energy Inc (MGEE) stake by 64% in Q2 2026, buying an estimated $3.05M and bringing the position to 100,350 shares worth $8.18M. The position accounts for ﹤0.01% of the portfolio, ranked #3669.

UBS Group first reported a position in MGEE in Q4 2014 and has held it in 47 quarters since. The position peaked at $17.6M in Q1 2025. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • UBS Group held 100,350 shares of MGE Energy Inc worth $8.18M as of Q2 2026.
  • UBS Group bought 39,300 MGE Energy Inc shares in Q2 2026, an estimated $3.05M.
  • MGE Energy Inc made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3669 holding.
  • UBS Group first reported a position in MGE Energy Inc in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's MGE Energy Inc position peaked at $17.6M in Q1 2025.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.