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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
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 $6.73T 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

BKM Wealth Management's MGEE Position: Q2 2026 in Review

BKM Wealth Management opened a new position in MGE Energy Inc (MGEE) in Q2 2026: 5,088 shares worth $415K. The stake represents 0.15% of the portfolio and ranks #110 among its holdings. This is a return to the name: BKM Wealth Management previously reported a position in MGEE as recently as Q1 2024.

BKM Wealth Management first reported a position in MGEE in Q4 2023 and has held it in 3 quarters since. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • BKM Wealth Management held 5,088 shares of MGE Energy Inc worth $415K as of Q2 2026.
  • MGE Energy Inc was a new BKM Wealth Management position in Q2 2026.
  • MGE Energy Inc made up 0.15% of BKM Wealth Management's portfolio in Q2 2026, its #110 holding.
  • BKM Wealth Management first reported a position in MGE Energy Inc in Q4 2023 and has held it in 3 quarters since.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.