Cetera Investment Advisers
MGEE icon

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
Q2 		$2.63M Sell
32,252
-1
-0% -$77 ﹤0.01% 2158
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 $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

Cetera Investment Advisers's MGEE Position: Q2 2026 in Review

Cetera Investment Advisers reduced its MGE Energy Inc (MGEE) stake by 0% in Q2 2026, selling an estimated $77 and leaving 32,252 shares worth $2.63M. The position accounts for ﹤0.01% of the portfolio, ranked #2158.

Cetera Investment Advisers first reported a position in MGEE in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.71M in Q1 2025. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Cetera Investment Advisers held 32,252 shares of MGE Energy Inc worth $2.63M as of Q2 2026.
  • Cetera Investment Advisers sold 1 MGE Energy Inc share in Q2 2026, an estimated $77.
  • MGE Energy Inc made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2158 holding.
  • Cetera Investment Advisers first reported a position in MGE Energy Inc in Q1 2023 and has held it in 14 quarters since.
  • Cetera Investment Advisers's MGE Energy Inc position peaked at $2.71M in Q1 2025.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.