Commonwealth Equity Services
MGEE icon

Commonwealth Equity Services’s MGE Energy Inc MGEE Stock Holding History

Commonwealth Equity Services’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 		$3.22M Buy
39,448
+302
+0.8% +$23.4K ﹤0.01% 1725
2026
Q1 		$3.03M Sell
39,146
-1,266
-3% -$99.7K ﹤0.01% 1690
2025
Q4 		$3.17M Buy
40,412
+1,061
+3% +$87.2K ﹤0.01% 1643
2025
Q3 		$3.31M Sell
39,351
-9,302
-19% -$794K ﹤0.01% 1637
2025
Q2 		$4.3M Buy
48,653
+1,202
+3% +$108K 0.01% 1434
2025
Q1 		$4.41M Buy
47,451
+393
+0.8% +$35.8K 0.01% 1357
2024
Q4 		$4.42M Buy
47,058
+837
+2% +$80.9K 0.01% 1316
2024
Q3 		$4.23M Buy
46,221
+1,831
+4% +$157K 0.01% 1327
2024
Q2 		$3.32M Sell
44,390
-8,175
-16% -$638K 0.01% 1457
2024
Q1 		$4.14M Sell
52,565
-493
-0.9% -$34.5K 0.01% 1298
2023
Q4 		$3.84M Buy
53,058
+3,759
+8% +$272K 0.01% 1262
2023
Q3 		$3.38M Buy
49,299
+14,574
+42% +$1.11M 0.01% 1263
2023
Q2 		$2.75M Buy
34,725
+65
+0.2% +$4.99K 0.01% 1413
2023
Q1 		$2.69K Buy
34,660
+257
+0.7% +$18.6K 0.01% 1362
2022
Q4 		$2.42M Sell
34,403
-45
-0.1% -$3.09K 0.01% 1383
2022
Q3 		$2.26M Buy
34,448
+602
+2% +$47.2K 0.01% 1343
2022
Q2 		$2.63M Buy
33,846
+9,068
+37% +$723K 0.01% 1255
2022
Q1 		$1.98M Buy
24,778
+150
+0.6% +$11.4K ﹤0.01% 1515
2021
Q4 		$2.02M Buy
24,628
+9,371
+61% +$720K ﹤0.01% 1482
2021
Q3 		$1.12M Buy
15,257
+14
+0.1% +$1.1K ﹤0.01% 1839
2021
Q2 		$1.13M Buy
15,243
+424
+3% +$31.6K ﹤0.01% 1822
2021
Q1 		$1.06M Sell
14,819
-26
-0.2% -$1.75K ﹤0.01% 1747
2020
Q4 		$1.04M Buy
14,845
+567
+4% +$39.1K ﹤0.01% 1624
2020
Q3 		$894K Buy
14,278
+1,696
+13% +$110K ﹤0.01% 1563
2020
Q2 		$811K Buy
12,582
+4
+0% +$261 ﹤0.01% 1553
2020
Q1 		$823K Sell
12,578
-157
-1% -$11.7K ﹤0.01% 1367
2019
Q4 		$1M Sell
12,735
-399
-3% -$30.7K ﹤0.01% 1421
2019
Q3 		$1.05M Buy
13,134
+210
+2% +$15.7K ﹤0.01% 1342
2019
Q2 		$944K Sell
12,924
-20
-0.2% -$1.38K ﹤0.01% 1379
2019
Q1 		$879K Buy
12,944
+864
+7% +$55K ﹤0.01% 1388
2018
Q4 		$724K Buy
12,080
+353
+3% +$22.5K ﹤0.01% 1395
2018
Q3 		$748K Buy
11,727
+284
+2% +$18.4K ﹤0.01% 1506
2018
Q2 		$721K Buy
11,443
+17
+0.1% +$991 ﹤0.01% 1489
2018
Q1 		$641K Buy
11,426
+3
+0% +$171 ﹤0.01% 1539
2017
Q4 		$721K Buy
11,423
+150
+1% +$9.76K ﹤0.01% 1424
2017
Q3 		$728K Sell
11,273
-266
-2% -$17.2K ﹤0.01% 1365
2017
Q2 		$743K Sell
11,539
-4,554
-28% -$297K ﹤0.01% 1301
2017
Q1 		$1.05M Buy
16,093
+4,834
+43% +$306K 0.01% 1099
2016
Q4 		$735K Buy
11,259
+204
+2% +$12.2K 0.01% 1194
2016
Q3 		$625K Sell
11,055
-584
-5% -$32.9K 0.01% 1246
2016
Q2 		$658K Sell
11,639
-624
-5% -$32.3K 0.01% 1194
2016
Q1 		$641K Buy
12,263
+153
+1% +$7.54K 0.01% 1182
2015
Q4 		$562K Buy
12,110
+22
+0.2% +$943 0.01% 1221
2015
Q3 		$498K Buy
12,088
+339
+3% +$13.4K 0.01% 1252
2015
Q2 		$455K Buy
11,749
+284
+2% +$11.5K ﹤0.01% 1379
2015
Q1 		$508K Buy
11,465
+234
+2% +$10.4K 0.01% 1303
2014
Q4 		$512K Buy
11,231
+3,654
+48% +$158K 0.01% 1268
2014
Q3 		$282K Buy
7,577
+15
+0.2% +$586 ﹤0.01% 1592
2014
Q2 		$299K Buy
7,562
+118
+2% +$4.5K ﹤0.01% 1550
2014
Q1 		$292K Buy
7,444
+616
+9% +$23.6K ﹤0.01% 1497
2013
Q4 		$263K Buy
6,828
+516
+8% +$19.1K ﹤0.01% 1533
2013
Q3 		$230K Buy
6,312
+13
+0.2% +$486 ﹤0.01% 1549
2013
Q2 		$230K Buy
+6,299
New +$231K ﹤0.01% 1484

Other funds holding MGEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Commonwealth Equity Services's MGEE Position: Q2 2026 in Review

Commonwealth Equity Services increased its MGE Energy Inc (MGEE) stake by 0.77% in Q2 2026, buying an estimated $23.4K and bringing the position to 39,448 shares worth $3.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1725.

Commonwealth Equity Services first reported a position in MGEE in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.42M in Q4 2024. 90 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Commonwealth Equity Services held 39,448 shares of MGE Energy Inc worth $3.22M as of Q2 2026.
  • Commonwealth Equity Services bought 302 MGE Energy Inc shares in Q2 2026, an estimated $23.4K.
  • MGE Energy Inc made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1725 holding.
  • Commonwealth Equity Services first reported a position in MGE Energy Inc in Q2 2013 and has held it in 53 quarters since.
  • Commonwealth Equity Services's MGE Energy Inc position peaked at $4.42M in Q4 2024.
  • 90 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.