Cetera Investment Advisers
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Cetera Investment Advisers’s MGE Energy Inc MGEE Stock Holding History

Cetera Investment Advisers’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 		$2.49M Sell
32,253
-222
-0.7% -$17.5K ﹤0.01% 2083
2025
Q4 		$2.55M Buy
32,475
+1,227
+4% +$101K ﹤0.01% 2007
2025
Q3 		$2.63M Buy
31,248
+2,024
+7% +$173K ﹤0.01% 1937
2025
Q2 		$2.58M Buy
29,224
+51
+0.2% +$4.59K ﹤0.01% 1657
2025
Q1 		$2.71M Buy
29,173
+1,905
+7% +$173K 0.01% 1529
2024
Q4 		$2.56M Sell
27,268
-32
-0.1% -$3.09K 0.01% 1472
2024
Q3 		$2.5M Sell
27,300
-1,065
-4% -$91.1K 0.01% 1464
2024
Q2 		$2.12M Sell
28,365
-1,257
-4% -$98.2K ﹤0.01% 1532
2024
Q1 		$2.33M Buy
29,622
+23,184
+360% +$1.62M 0.01% 1436
2023
Q4 		$466K Sell
6,438
-424
-6% -$30.7K ﹤0.01% 1522
2023
Q3 		$470K Buy
6,862
+16
+0.2% +$1.21K ﹤0.01% 1455
2023
Q2 		$542K Buy
6,846
+28
+0.4% +$2.15K ﹤0.01% 1410
2023
Q1 		$530K Buy
+6,818
New +$494K ﹤0.01% 1394

Other funds holding MGEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Cetera Investment Advisers's MGEE Position: Q1 2026 in Review

Cetera Investment Advisers reduced its MGE Energy Inc (MGEE) stake by 0.68% in Q1 2026, selling an estimated $17.5K and leaving 32,253 shares worth $2.49M. The position accounts for ﹤0.01% of the portfolio, ranked #2083.

Cetera Investment Advisers first reported a position in MGEE in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.71M in Q1 2025. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

  • Cetera Investment Advisers held 32,253 shares of MGE Energy Inc worth $2.49M as of Q1 2026.
  • Cetera Investment Advisers sold 222 MGE Energy Inc shares in Q1 2026, an estimated $17.5K.
  • MGE Energy Inc made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2083 holding.
  • Cetera Investment Advisers first reported a position in MGE Energy Inc in Q1 2023 and has held it in 13 quarters since.
  • Cetera Investment Advisers's MGE Energy Inc position peaked at $2.71M in Q1 2025.
  • 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.