Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s MGE Energy Inc MGEE Stock Holding History

Carson Wealth (CWM LLC)’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 		$902K Buy
11,668
+1,338
+13% +$105K ﹤0.01% 1609
2025
Q4 		$810K Sell
10,330
-1,895
-16% -$156K ﹤0.01% 1623
2025
Q3 		$1.03M Buy
12,225
+527
+5% +$45K ﹤0.01% 1392
2025
Q2 		$1.03M Sell
11,698
-211
-2% -$19K ﹤0.01% 1229
2025
Q1 		$1.11M Sell
11,909
-1,371
-10% -$125K ﹤0.01% 1073
2024
Q4 		$1.25M Sell
13,280
-1,037
-7% -$100K 0.01% 963
2024
Q3 		$1.31M Sell
14,317
-513
-3% -$43.9K 0.01% 882
2024
Q2 		$1.11M Sell
14,830
-1,343
-8% -$105K 0.01% 840
2024
Q1 		$1.27M Sell
16,173
-1,348
-8% -$94.4K 0.01% 767
2023
Q4 		$1.27M Sell
17,521
-1,716
-9% -$124K 0.01% 711
2023
Q3 		$1.32M Sell
19,237
-1,545
-7% -$117K 0.01% 643
2023
Q2 		$1.64M Sell
20,782
-1,118
-5% -$85.8K 0.01% 562
2023
Q1 		$1.7M Buy
21,900
+1,403
+7% +$102K 0.01% 510
2022
Q4 		$1.44M Buy
20,497
+648
+3% +$44.5K 0.01% 510
2022
Q3 		$1.3M Sell
19,849
-682
-3% -$53.5K 0.01% 492
2022
Q2 		$1.6M Sell
20,531
-1,093
-5% -$87.2K 0.01% 442
2022
Q1 		$1.73M Sell
21,624
-3,388
-14% -$258K 0.01% 432
2021
Q4 		$2.06M Buy
+25,012
New +$1.92M 0.01% 424
2021
Q2 		$2.04M Hold
27,454
– – 0.02% 420
2021
Q1 		$2.04M Hold
27,454
– – 0.02% 420
2020
Q4 		$2.04M Hold
27,454
– – 0.02% 420
2020
Q3 		$2.04M Hold
27,454
– – 0.02% 420
2020
Q2 		$2.04M Hold
27,454
– – 0.02% 420
2020
Q1 		$2.04M Hold
27,454
– – 0.02% 420
2019
Q4 		$2.04M Hold
27,454
– – 0.02% 420
2019
Q3 		$2.04M Hold
27,454
– – 0.02% 420
2019
Q2 		$2.04M Hold
27,454
– – 0.02% 420
2019
Q1 		$2.04M Buy
27,454
+26,437
+2,600% +$1.68M 0.02% 420
2018
Q4 		$61K Hold
1,017
– – ﹤0.01% 835
2018
Q3 		$65K Buy
1,017
+1,000
+5,882% +$64.9K ﹤0.01% 696
2018
Q2 		$1K Buy
+17
New +$991 ﹤0.01% 1553

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MGEE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its MGE Energy Inc (MGEE) stake by 13% in Q1 2026, buying an estimated $105K and bringing the position to 11,668 shares worth $902K. The position accounts for ﹤0.01% of the portfolio, ranked #1609.

Carson Wealth (CWM LLC) first reported a position in MGEE in Q2 2018 and has held it in 31 quarters since. The position peaked at $2.06M in Q4 2021. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,668 shares of MGE Energy Inc worth $902K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,338 MGE Energy Inc shares in Q1 2026, an estimated $105K.
  • MGE Energy Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1609 holding.
  • Carson Wealth (CWM LLC) first reported a position in MGE Energy Inc in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s MGE Energy Inc position peaked at $2.06M in Q4 2021.
  • 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.