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Beacon Pointe Advisors’s MGE Energy Inc MGEE Stock Holding History

Beacon Pointe 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 		– Sell
-2,745
Closed -$212K – 1991
2026
Q1 		$212K Sell
2,745
-81
-3% -$6.38K ﹤0.01% 1704
2025
Q4 		$222K Buy
2,826
+174
+7% +$14.3K ﹤0.01% 1395
2025
Q3 		$223K Buy
+2,652
New +$226K ﹤0.01% 1283

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

Beacon Pointe Advisors's MGEE Position: Q2 2026 in Review

Beacon Pointe Advisors sold out of MGE Energy Inc (MGEE) in Q2 2026, closing a stake of 2,745 shares — an estimated $212K sold.

Beacon Pointe Advisors first reported a position in MGEE in Q3 2025 and held it in 3 quarters. The position peaked at $223K in Q3 2025. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Beacon Pointe Advisors reported no remaining MGE Energy Inc position as of Q2 2026 after selling out during the quarter.
  • Beacon Pointe Advisors sold 2,745 MGE Energy Inc shares in Q2 2026, an estimated $212K.
  • Beacon Pointe Advisors first reported a position in MGE Energy Inc in Q3 2025 and held it in 3 quarters.
  • Beacon Pointe Advisors's MGE Energy Inc position peaked at $223K in Q3 2025.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.