Whittier Trust’s MGE Energy Inc MGEE Stock Holding History

Whittier 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	$19K	Hold	229	–	–	﹤0.01%	1038
2026 Q1	$18K	Hold	229	–	–	﹤0.01%	1018
2025 Q4	$17.9K	Hold	229	–	–	﹤0.01%	1045
2025 Q3	$18.9K	Hold	229	–	–	﹤0.01%	1007
2025 Q2	$20.3K	Hold	229	–	–	﹤0.01%	1101
2025 Q1	$21.3K	Hold	229	–	–	﹤0.01%	1092
2024 Q4	$21.5K	Hold	229	–	–	﹤0.01%	1090
2024 Q3	$20.9K	Hold	229	–	–	﹤0.01%	1098
2024 Q2	$17.1K	Hold	229	–	–	﹤0.01%	1126
2024 Q1	$18K	Hold	229	–	–	﹤0.01%	1157
2023 Q4	$16.6K	Hold	229	–	–	﹤0.01%	1134
2023 Q3	$15.7K	Hold	229	–	–	﹤0.01%	1170
2023 Q2	$18.1K	Sell	229 -45	-16%	-$3.46K	﹤0.01%	1144
2023 Q1	$21.3K	Hold	274	–	–	﹤0.01%	1145
2022 Q4	$19.3K	Hold	274	–	–	﹤0.01%	1155
2022 Q3	$18K	Hold	274	–	–	﹤0.01%	1214
2022 Q2	$21K	Hold	274	–	–	﹤0.01%	1159
2022 Q1	$22K	Hold	274	–	–	﹤0.01%	1185
2021 Q4	$23K	Buy	274 +229	+509%	+$17.6K	﹤0.01%	1154
2021 Q3	$3K	Hold	45	–	–	﹤0.01%	1389
2021 Q2	$3K	Hold	45	–	–	﹤0.01%	1416
2021 Q1	$3K	Hold	45	–	–	﹤0.01%	1413
2020 Q4	$3K	Hold	45	–	–	﹤0.01%	1293
2020 Q3	$3K	Hold	45	–	–	﹤0.01%	1298
2020 Q2	$3K	Hold	45	–	–	﹤0.01%	1229
2020 Q1	$3K	Hold	45	–	–	﹤0.01%	1306
2019 Q4	$4K	Hold	45	–	–	﹤0.01%	1273
2019 Q3	$4K	Buy	+45	New	+$3.37K	﹤0.01%	1288

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

Whittier Trust's MGEE Position: Q2 2026 in Review

Whittier Trust held its MGE Energy Inc (MGEE) position steady in Q2 2026 at 229 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

Whittier Trust first reported a position in MGEE in Q3 2019 and has held it in 28 quarters since. The position peaked at $23K in Q4 2021. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

Whittier Trust held 229 shares of MGE Energy Inc worth $19K as of Q2 2026.
Whittier Trust left its MGE Energy Inc share count unchanged in Q2 2026.
MGE Energy Inc made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1038 holding.
Whittier Trust first reported a position in MGE Energy Inc in Q3 2019 and has held it in 28 quarters since.
Whittier Trust's MGE Energy Inc position peaked at $23K in Q4 2021.
337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.