Superior Planning, LLC’s MGE Energy Inc MGEE Stock Holding History

Superior Planning, LLC’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 Q3	$695	Buy	+10	New	+$787	﹤0.01%	1833

Other funds holding MGEE

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Superior Planning, LLC's MGEE Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in MGE Energy Inc (MGEE) in Q3 2026: 10 shares worth $695. The stake represents ﹤0.01% of the portfolio and ranks #1833 among its holdings.

197 funds tracked by Wall St. Rank hold MGEE as of Q3 2026.

Superior Planning, LLC held 10 shares of MGE Energy Inc worth $695 as of Q3 2026.
MGE Energy Inc was a new Superior Planning, LLC position in Q3 2026.
MGE Energy Inc made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1833 holding.
197 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.