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Action Point Financial Planning’s MGE Energy Inc MGEE Stock Holding History

Action Point Financial Planning’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 		$1.14K Buy
+15
New +$1.16K ﹤0.01% 2442

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
ZP
Zimmer Partners New York $4.34B AUM 22.78% 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
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Action Point Financial Planning's MGEE Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in MGE Energy Inc (MGEE) in Q2 2026: 15 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #2442 among its holdings.

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

  • Action Point Financial Planning held 15 shares of MGE Energy Inc worth $1.14K as of Q2 2026.
  • MGE Energy Inc was a new Action Point Financial Planning position in Q2 2026.
  • MGE Energy Inc made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2442 holding.
  • 336 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.