Zurich Cantonal Bank’s MGE Energy Inc MGEE Stock Holding History

Zurich Cantonal 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	$925K	Buy	11,342 +2,709	+31%	+$210K	﹤0.01%	1594
2026 Q1	$667K	Buy	8,633 +923	+12%	+$72.7K	﹤0.01%	1661
2025 Q4	$605K	Hold	7,710	–	–	﹤0.01%	1672
2025 Q3	$649K	Buy	7,710 +706	+10%	+$60.3K	﹤0.01%	1583
2025 Q2	$619K	Sell	7,004 -1,552	-18%	-$140K	﹤0.01%	1525
2025 Q1	$795K	Hold	8,556	–	–	﹤0.01%	1307
2024 Q4	$804K	Buy	8,556 +1,048	+14%	+$101K	﹤0.01%	1326
2024 Q3	$687K	Hold	7,508	–	–	﹤0.01%	1342
2024 Q2	$561K	Buy	7,508 +365	+5%	+$28.5K	﹤0.01%	1411
2024 Q1	$562K	Sell	7,143 -1,290	-15%	-$90.4K	﹤0.01%	1386
2023 Q4	$610K	Buy	8,433 +1,140	+16%	+$82.5K	﹤0.01%	1379
2023 Q3	$500K	Buy	7,293 +812	+13%	+$61.6K	﹤0.01%	1407
2023 Q2	$513K	Hold	6,481	–	–	﹤0.01%	1329
2023 Q1	$503K	Buy	6,481 +662	+11%	+$47.9K	﹤0.01%	1283
2022 Q4	$410K	Buy	5,819 +511	+10%	+$35.1K	﹤0.01%	1366
2022 Q3	$348K	Hold	5,308	–	–	﹤0.01%	1414
2022 Q2	$413K	Hold	5,308	–	–	﹤0.01%	1345
2022 Q1	$424K	Hold	5,308	–	–	﹤0.01%	1437
2021 Q4	$437K	Buy	5,308 +1,590	+43%	+$122K	﹤0.01%	1547
2021 Q3	$273K	Hold	3,718	–	–	﹤0.01%	1713
2021 Q2	$277K	Hold	3,718	–	–	﹤0.01%	1596
2021 Q1	$265K	Sell	3,718 -535	-13%	-$36K	﹤0.01%	1618
2020 Q4	$298K	Hold	4,253	–	–	﹤0.01%	1594
2020 Q3	$266K	Hold	4,253	–	–	﹤0.01%	1404
2020 Q2	$274K	Buy	4,253 +1,704	+67%	+$111K	﹤0.01%	1322
2020 Q1	$167K	Hold	2,549	–	–	﹤0.01%	1308
2019 Q4	$201K	Hold	2,549	–	–	﹤0.01%	1345
2019 Q3	$204K	Hold	2,549	–	–	﹤0.01%	1237
2019 Q2	$186K	Hold	2,549	–	–	﹤0.01%	1272
2019 Q1	$173K	Buy	2,549 +344	+16%	+$21.9K	﹤0.01%	1258
2018 Q4	$132K	Hold	2,205	–	–	﹤0.01%	1429
2018 Q3	$141K	Hold	2,205	–	–	﹤0.01%	1504
2018 Q2	$139K	Hold	2,205	–	–	﹤0.01%	1472
2018 Q1	$124K	Hold	2,205	–	–	﹤0.01%	1478
2017 Q4	$139K	Buy	2,205 +637	+41%	+$41.4K	﹤0.01%	1403
2017 Q3	$101K	Hold	1,568	–	–	﹤0.01%	1392
2017 Q2	$101K	Buy	1,568 +154	+11%	+$10.1K	﹤0.01%	1368
2017 Q1	$92K	Hold	1,414	–	–	﹤0.01%	1415
2016 Q4	$92K	Sell	1,414 -502	-26%	-$30K	﹤0.01%	1361
2016 Q3	$108K	Buy	1,916 +1,167	+156%	+$65.7K	﹤0.01%	1219
2016 Q2	$42K	Hold	749	–	–	﹤0.01%	1581
2016 Q1	$39K	Hold	749	–	–	﹤0.01%	1552
2015 Q4	$35K	Buy	749 +320	+75%	+$13.7K	﹤0.01%	1648
2015 Q3	$18K	Buy	429 +188	+78%	+$7.43K	﹤0.01%	1540
2015 Q2	$9K	Hold	241	–	–	﹤0.01%	1453
2015 Q1	$11K	Buy	+241	New	+$10.7K	﹤0.01%	1316

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

Zurich Cantonal Bank's MGEE Position: Q2 2026 in Review

Zurich Cantonal Bank increased its MGE Energy Inc (MGEE) stake by 31% in Q2 2026, buying an estimated $210K and bringing the position to 11,342 shares worth $925K. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

Zurich Cantonal Bank first reported a position in MGEE in Q1 2015 and has held it in 46 quarters since. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

Zurich Cantonal Bank held 11,342 shares of MGE Energy Inc worth $925K as of Q2 2026.
Zurich Cantonal Bank bought 2,709 MGE Energy Inc shares in Q2 2026, an estimated $210K.
MGE Energy Inc made up ﹤0.01% of Zurich Cantonal Bank's portfolio in Q2 2026, its #1594 holding.
Zurich Cantonal Bank first reported a position in MGE Energy Inc in Q1 2015 and has held it in 46 quarters since.
337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.