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Basecamp Wealth Advisors’s MGE Energy Inc MGEE Stock Holding History

Basecamp Wealth Advisors’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 		$4K Hold
49
– – ﹤0.01% 1219
2026
Q1 		$3.79K Sell
49
-258
-84% -$20.3K ﹤0.01% 1243
2025
Q4 		$24.1K Buy
+307
New +$25.2K 0.01% 729

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

Basecamp Wealth Advisors's MGEE Position: Q2 2026 in Review

Basecamp Wealth Advisors held its MGE Energy Inc (MGEE) position steady in Q2 2026 at 49 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

Basecamp Wealth Advisors first reported a position in MGEE in Q4 2025 and has held it in 3 quarters since. The position peaked at $24.1K in Q4 2025. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Basecamp Wealth Advisors held 49 shares of MGE Energy Inc worth $4K as of Q2 2026.
  • Basecamp Wealth Advisors left its MGE Energy Inc share count unchanged in Q2 2026.
  • MGE Energy Inc made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1219 holding.
  • Basecamp Wealth Advisors first reported a position in MGE Energy Inc in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's MGE Energy Inc position peaked at $24.1K in Q4 2025.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.