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Clearstead Advisors’s MGE Energy Inc MGEE Stock Holding History

Clearstead Advisors’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 		$24.8K Buy
+304
New +$23.6K ﹤0.01% 1736
2025
Q4 		– Sell
-61
Closed -$5.13K – 3055
2025
Q3 		$5.13K Buy
+61
New +$5.21K ﹤0.01% 2149

Other funds holding MGEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
STCG
Speece Thorson Capital Group Minnetonka, Minnesota $468M AUM 19.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Clearstead Advisors's MGEE Position: Q2 2026 in Review

Clearstead Advisors opened a new position in MGE Energy Inc (MGEE) in Q2 2026: 304 shares worth $24.8K. The stake represents ﹤0.01% of the portfolio and ranks #1736 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in MGEE as recently as Q3 2025.

Clearstead Advisors first reported a position in MGEE in Q3 2025 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Clearstead Advisors held 304 shares of MGE Energy Inc worth $24.8K as of Q2 2026.
  • MGE Energy Inc was a new Clearstead Advisors position in Q2 2026.
  • MGE Energy Inc made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1736 holding.
  • Clearstead Advisors first reported a position in MGE Energy Inc in Q3 2025 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.