Ankerstar Wealth’s MGE Energy Inc MGEE Stock Holding History

Ankerstar Wealth’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	$489	Hold	6	–	–	﹤0.01%	669
2026 Q1	$464	Buy	6 +3	+100%	+$236	﹤0.01%	635
2025 Q4	$235	Buy	+3	New	+$247	﹤0.01%	854

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

Ankerstar Wealth's MGEE Position: Q2 2026 in Review

Ankerstar Wealth held its MGE Energy Inc (MGEE) position steady in Q2 2026 at 6 shares worth $489. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Ankerstar Wealth first reported a position in MGEE in Q4 2025 and has held it in 3 quarters since. 336 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

Ankerstar Wealth held 6 shares of MGE Energy Inc worth $489 as of Q2 2026.
Ankerstar Wealth left its MGE Energy Inc share count unchanged in Q2 2026.
MGE Energy Inc made up ﹤0.01% of Ankerstar Wealth's portfolio in Q2 2026, its #669 holding.
Ankerstar Wealth first reported a position in MGE Energy Inc in Q4 2025 and has held it in 3 quarters since.
336 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Ankerstar Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.