Washington Trust Advisors’s MGE Energy Inc MGEE Stock Holding History

Washington Trust Advisors’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	$54.6K	Hold	670	–	–	﹤0.01%	364
2026 Q1	$51.8K	Hold	670	–	–	﹤0.01%	353
2025 Q4	$52.5K	Hold	670	–	–	﹤0.01%	355
2025 Q3	$56.4K	Hold	670	–	–	﹤0.01%	345
2025 Q2	$59.3K	Hold	670	–	–	﹤0.01%	309
2025 Q1	$62.3K	Hold	670	–	–	0.01%	300
2024 Q4	$63K	Hold	670	–	–	0.01%	305
2024 Q3	$61.3K	Hold	670	–	–	0.01%	302
2024 Q2	$50.1K	Hold	670	–	–	﹤0.01%	320
2024 Q1	$52.7K	Hold	670	–	–	﹤0.01%	313
2023 Q4	$48.4K	Hold	670	–	–	﹤0.01%	315
2023 Q3	$45.9K	Hold	670	–	–	﹤0.01%	311
2023 Q2	$53K	Hold	670	–	–	0.01%	289
2023 Q1	$52K	Hold	670	–	–	0.01%	309
2022 Q4	$47.2K	Hold	670	–	–	0.01%	317
2022 Q3	$44K	Hold	670	–	–	﹤0.01%	404
2022 Q2	$52K	Hold	670	–	–	﹤0.01%	388
2022 Q1	$53K	Hold	670	–	–	﹤0.01%	435
2021 Q4	$55K	Buy	+670	New	+$51.4K	﹤0.01%	454

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

Washington Trust Advisors's MGEE Position: Q2 2026 in Review

Washington Trust Advisors held its MGE Energy Inc (MGEE) position steady in Q2 2026 at 670 shares worth $54.6K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Washington Trust Advisors first reported a position in MGEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $63K in Q4 2024. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

Washington Trust Advisors held 670 shares of MGE Energy Inc worth $54.6K as of Q2 2026.
Washington Trust Advisors left its MGE Energy Inc share count unchanged in Q2 2026.
MGE Energy Inc made up ﹤0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #364 holding.
Washington Trust Advisors first reported a position in MGE Energy Inc in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's MGE Energy Inc position peaked at $63K in Q4 2024.
337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.