BKM Wealth Management
MGEE icon

BKM Wealth Management’s MGE Energy Inc MGEE Stock Holding History

BKM 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
Q3 		$353K Hold
5,088
– – 0.11% 124
2026
Q2 		$415K Buy
+5,088
New +$394K 0.15% 110
2024
Q2 		– Sell
-300
Closed -$23.6K – 179
2024
Q1 		$23.6K Hold
300
– – 0.01% 194
2023
Q4 		$21.7K Buy
+300
New +$21.7K 0.01% 366

Other funds holding MGEE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Gabelli Funds
Gabelli Funds Rye, New York $15.1B AUM 23.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

BKM Wealth Management's MGEE Position: Q3 2026 in Review

BKM Wealth Management held its MGE Energy Inc (MGEE) position steady in Q3 2026 at 5,088 shares worth $353K. The position accounts for 0.11% of the portfolio, ranked #124.

BKM Wealth Management first reported a position in MGEE in Q4 2023 and has held it in 4 quarters since. The position peaked at $415K in Q2 2026. 246 funds tracked by Wall St. Rank hold MGEE as of Q3 2026.

  • BKM Wealth Management held 5,088 shares of MGE Energy Inc worth $353K as of Q3 2026.
  • BKM Wealth Management left its MGE Energy Inc share count unchanged in Q3 2026.
  • MGE Energy Inc made up 0.11% of BKM Wealth Management's portfolio in Q3 2026, its #124 holding.
  • BKM Wealth Management first reported a position in MGE Energy Inc in Q4 2023 and has held it in 4 quarters since.
  • BKM Wealth Management's MGE Energy Inc position peaked at $415K in Q2 2026.
  • 246 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.