UMB Bank’s MGE Energy Inc MGEE Stock Holding History

UMB Bank’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	$116K	Buy	1,420 +49	+4%	+$3.8K	﹤0.01%	975
2026 Q1	$106K	Buy	1,371 +110	+9%	+$8.66K	﹤0.01%	951
2025 Q4	$98.9K	Buy	1,261 +1,122	+807%	+$92.2K	﹤0.01%	957
2025 Q3	$11.7K	Buy	139 +6	+5%	+$512	﹤0.01%	1617
2025 Q2	$11.8K	Buy	133 +19	+17%	+$1.71K	﹤0.01%	1554
2025 Q1	$10.6K	Buy	114 +29	+34%	+$2.64K	﹤0.01%	1532
2024 Q4	$7.99K	Hold	85	–	–	﹤0.01%	1546
2024 Q3	$7.77K	Buy	85 +43	+102%	+$3.68K	﹤0.01%	1574
2024 Q2	$3.14K	Buy	42 +24	+133%	+$1.87K	﹤0.01%	1608
2024 Q1	$1.42K	Buy	+18	New	+$1.26K	﹤0.01%	1649
2023 Q1	–	Sell	-450	Closed	-$32K	–	1764
2022 Q4	$32K	Hold	450	–	–	﹤0.01%	969
2022 Q3	$30K	Hold	450	–	–	﹤0.01%	991
2022 Q2	$35K	Hold	450	–	–	﹤0.01%	1004
2022 Q1	$36K	Hold	450	–	–	﹤0.01%	1047
2021 Q4	$37K	Buy	+450	New	+$34.6K	﹤0.01%	1076
2014 Q3	–	Sell	-14,422	Closed	-$570K	–	311
2014 Q2	$570K	Hold	14,422	–	–	0.03%	207
2014 Q1	$566K	Buy	+14,422	New	+$552K	0.03%	199

Other funds holding MGEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

UMB Bank's MGEE Position: Q2 2026 in Review

UMB Bank increased its MGE Energy Inc (MGEE) stake by 3.6% in Q2 2026, buying an estimated $3.8K and bringing the position to 1,420 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

UMB Bank first reported a position in MGEE in Q1 2014 and has held it in 17 quarters since. The position peaked at $570K in Q2 2014. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

UMB Bank held 1,420 shares of MGE Energy Inc worth $116K as of Q2 2026.
UMB Bank bought 49 MGE Energy Inc shares in Q2 2026, an estimated $3.8K.
MGE Energy Inc made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #975 holding.
UMB Bank first reported a position in MGE Energy Inc in Q1 2014 and has held it in 17 quarters since.
UMB Bank's MGE Energy Inc position peaked at $570K in Q2 2014.
337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.