Vanguard Fiduciary Trust
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Vanguard Fiduciary Trust’s MGE Energy Inc MGEE Stock Holding History

Vanguard Fiduciary Trust’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 		$20.4M Buy
249,913
+3,590
+1% +$278K ﹤0.01% 1410
2026
Q1 		$19M Buy
+246,323
New +$19.4M ﹤0.01% 1357

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

Vanguard Fiduciary Trust's MGEE Position: Q2 2026 in Review

Vanguard Fiduciary Trust increased its MGE Energy Inc (MGEE) stake by 1.5% in Q2 2026, buying an estimated $278K and bringing the position to 249,913 shares worth $20.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Vanguard Fiduciary Trust first reported a position in MGEE in Q1 2026 and has held it in 2 quarters since. 335 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Vanguard Fiduciary Trust held 249,913 shares of MGE Energy Inc worth $20.4M as of Q2 2026.
  • Vanguard Fiduciary Trust bought 3,590 MGE Energy Inc shares in Q2 2026, an estimated $278K.
  • MGE Energy Inc made up ﹤0.01% of Vanguard Fiduciary Trust's portfolio in Q2 2026, its #1410 holding.
  • Vanguard Fiduciary Trust first reported a position in MGE Energy Inc in Q1 2026 and has held it in 2 quarters since.
  • 335 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Vanguard Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.