Bartlett & Co Wealth Management’s MGE Energy Inc MGEE Stock Holding History

Bartlett & Co Wealth Management’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 Q1	$12K	Hold	150	–	–	﹤0.01%	901
2025 Q4	$11.8K	Hold	150	–	–	﹤0.01%	907
2025 Q3	$12.6K	Hold	150	–	–	﹤0.01%	888
2025 Q2	$13.3K	Hold	150	–	–	﹤0.01%	882
2025 Q1	$13.9K	Hold	150	–	–	﹤0.01%	872
2024 Q4	$14.1K	Hold	150	–	–	﹤0.01%	864
2024 Q3	$13.7K	Hold	150	–	–	﹤0.01%	879
2024 Q2	$11.2K	Hold	150	–	–	﹤0.01%	907
2024 Q1	$11.8K	Hold	150	–	–	﹤0.01%	892
2023 Q4	$10.9K	Hold	150	–	–	﹤0.01%	987
2023 Q3	$10.3K	Hold	150	–	–	﹤0.01%	925
2023 Q2	$11.9K	Hold	150	–	–	﹤0.01%	904
2023 Q1	$11.7K	Hold	150	–	–	﹤0.01%	798
2022 Q4	$10.6K	Hold	150	–	–	﹤0.01%	820
2022 Q3	$9.85K	Hold	150	–	–	﹤0.01%	826
2022 Q2	$11.7K	Hold	150	–	–	﹤0.01%	835
2022 Q1	$12K	Buy	+150	New	+$11.4K	﹤0.01%	805
2021 Q4	–	Sell	-150	Closed	-$11K	–	687
2021 Q3	$11K	Hold	150	–	–	﹤0.01%	686
2021 Q2	$11.2K	Hold	150	–	–	﹤0.01%	674
2021 Q1	$10.7K	Buy	+150	New	+$10.1K	﹤0.01%	722

Other funds holding MGEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Bartlett & Co Wealth Management's MGEE Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its MGE Energy Inc (MGEE) position steady in Q1 2026 at 150 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Bartlett & Co Wealth Management first reported a position in MGEE in Q1 2021 and has held it in 20 quarters since. The position peaked at $14.1K in Q4 2024. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

Bartlett & Co Wealth Management held 150 shares of MGE Energy Inc worth $12K as of Q1 2026.
Bartlett & Co Wealth Management left its MGE Energy Inc share count unchanged in Q1 2026.
MGE Energy Inc made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #901 holding.
Bartlett & Co Wealth Management first reported a position in MGE Energy Inc in Q1 2021 and has held it in 20 quarters since.
Bartlett & Co Wealth Management's MGE Energy Inc position peaked at $14.1K in Q4 2024.
317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.