Advisory Services Network’s MGE Energy Inc MGEE Stock Holding History

Advisory Services Network’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	–	Sell	-1,515	Closed	-$117K	–	3660
2026 Q1	$117K	Buy	+1,515	New	+$119K	﹤0.01%	2108
2025 Q4	–	Sell	-474	Closed	-$39.9K	–	3305
2025 Q3	$39.9K	Buy	+474	New	+$40.5K	﹤0.01%	2568
2024 Q1	–	Sell	-279	Closed	-$20.2K	–	2770
2023 Q4	$20.2K	Buy	+279	New	+$20.2K	﹤0.01%	2521
2023 Q2	–	Sell	-559	Closed	-$43.4K	–	2746
2023 Q1	$43.4K	Buy	559 +1	+0.2%	+$72	﹤0.01%	2094
2022 Q4	$39.3K	Buy	+558	New	+$38.3K	﹤0.01%	2098
2021 Q3	–	Sell	-556	Closed	-$41K	–	2491
2021 Q2	$41K	Buy	+556	New	+$41.4K	﹤0.01%	2109
2021 Q1	–	Sell	-556	Closed	-$39K	–	2298
2020 Q4	$39K	Sell	556 -131	-19%	-$9.04K	﹤0.01%	1807
2020 Q3	$43K	Buy	+687	New	+$44.5K	﹤0.01%	1674
2020 Q2	–	Sell	-556	Closed	-$36K	–	2051
2020 Q1	$36K	Buy	+556	New	+$41.5K	﹤0.01%	1545

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

Advisory Services Network's MGEE Position: Q2 2026 in Review

Advisory Services Network sold out of MGE Energy Inc (MGEE) in Q2 2026, closing a stake of 1,515 shares — an estimated $117K sold.

Advisory Services Network first reported a position in MGEE in Q1 2020 and held it in 9 quarters. The position peaked at $117K in Q1 2026. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

Advisory Services Network reported no remaining MGE Energy Inc position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 1,515 MGE Energy Inc shares in Q2 2026, an estimated $117K.
Advisory Services Network first reported a position in MGE Energy Inc in Q1 2020 and held it in 9 quarters.
Advisory Services Network's MGE Energy Inc position peaked at $117K in Q1 2026.
337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.