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Westwood Holdings Group’s MGE Energy Inc MGEE Stock Holding History

Westwood Holdings 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 		$43.3M Buy
+530,621
New +$41.1M 0.33% 93

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
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
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Westwood Holdings Group's MGEE Position: Q2 2026 in Review

Westwood Holdings Group opened a new position in MGE Energy Inc (MGEE) in Q2 2026: 530,621 shares worth $43.3M. The stake represents 0.33% of the portfolio and ranks #93 among its holdings.

313 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Westwood Holdings Group held 530,621 shares of MGE Energy Inc worth $43.3M as of Q2 2026.
  • MGE Energy Inc was a new Westwood Holdings Group position in Q2 2026.
  • MGE Energy Inc made up 0.33% of Westwood Holdings Group's portfolio in Q2 2026, its #93 holding.
  • 313 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.