Clearstead Trust’s MGE Energy Inc MGEE Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-7	Closed	-$590	–	1322
2025 Q3	$590	Hold	7	–	–	﹤0.01%	1343
2025 Q2	$620	Buy	+7	New	+$630	﹤0.01%	1289

Other funds holding MGEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clearstead Trust's MGEE Position: Q4 2025 in Review

Clearstead Trust sold out of MGE Energy Inc (MGEE) in Q4 2025, closing a stake of 7 shares — an estimated $590 sold.

Clearstead Trust first reported a position in MGEE in Q2 2025 and held it in 2 quarters. The position peaked at $620 in Q2 2025. 313 funds tracked by Wall St. Rank hold MGEE as of Q4 2025.

Clearstead Trust reported no remaining MGE Energy Inc position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 7 MGE Energy Inc shares in Q4 2025, an estimated $590.
Clearstead Trust first reported a position in MGE Energy Inc in Q2 2025 and held it in 2 quarters.
Clearstead Trust's MGE Energy Inc position peaked at $620 in Q2 2025.
313 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.