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Allworth Financial’s MGE Energy Inc MGEE Stock Holding History

Allworth Financial’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 		$161K Buy
1,972
+1,053
+115% +$81.6K ﹤0.01% 1634
2026
Q1 		$71K Sell
919
-515
-36% -$40.6K ﹤0.01% 2075
2025
Q4 		$112K Sell
1,434
-147
-9% -$12.1K ﹤0.01% 1677
2025
Q3 		$133K Buy
1,581
+63
+4% +$5.38K ﹤0.01% 1509
2025
Q2 		$134K Buy
1,518
+1,458
+2,430% +$131K ﹤0.01% 1370
2025
Q1 		$5.45K Sell
60
-2
-3% -$182 ﹤0.01% 2715
2024
Q4 		$5.44K Sell
62
-4
-6% -$386 ﹤0.01% 2722
2024
Q3 		$6.04K Buy
66
+18
+38% +$1.54K ﹤0.01% 2486
2024
Q2 		$4.03K Buy
48
+4
+9% +$312 ﹤0.01% 2609
2024
Q1 		$3.46K Sell
44
-1
-2% -$70 ﹤0.01% 2563
2023
Q4 		$3.25K Hold
45
– – ﹤0.01% 2458
2023
Q3 		$3.08K Buy
45
+3
+7% +$228 ﹤0.01% 2343
2023
Q2 		$3.32K Hold
42
– – ﹤0.01% 2283
2023
Q1 		$3.26K Buy
42
+22
+110% +$1.59K ﹤0.01% 2208
2022
Q4 		$1.41K Sell
20
-4
-17% -$275 ﹤0.01% 2361
2022
Q3 		$2K Buy
+24
New +$1.88K ﹤0.01% 2176
2017
Q4 		– Sell
-800
Closed -$52K – 788
2017
Q3 		$52K Hold
800
– – ﹤0.01% 235
2017
Q2 		$51K Hold
800
– – ﹤0.01% 249
2017
Q1 		$52K Hold
800
– – ﹤0.01% 226
2016
Q4 		$52K Hold
800
– – 0.01% 211
2016
Q3 		$45K Buy
+800
New +$45.1K ﹤0.01% 227

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

Allworth Financial's MGEE Position: Q2 2026 in Review

Allworth Financial increased its MGE Energy Inc (MGEE) stake by 115% in Q2 2026, buying an estimated $81.6K and bringing the position to 1,972 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

Allworth Financial first reported a position in MGEE in Q3 2016 and has held it in 21 quarters since. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Allworth Financial held 1,972 shares of MGE Energy Inc worth $161K as of Q2 2026.
  • Allworth Financial bought 1,053 MGE Energy Inc shares in Q2 2026, an estimated $81.6K.
  • MGE Energy Inc made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1634 holding.
  • Allworth Financial first reported a position in MGE Energy Inc in Q3 2016 and has held it in 21 quarters since.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.