CFD
MGEE icon

Creative Financial Designs’s MGE Energy Inc MGEE Stock Holding History

Creative Financial Designs’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 		$43.1K Sell
558
-157
-22% -$12.4K ﹤0.01% 945
2025
Q4 		$56.1K Sell
715
-571
-44% -$46.9K ﹤0.01% 825
2025
Q3 		$108K Sell
1,286
-5,800
-82% -$495K 0.01% 625
2025
Q2 		$627K Sell
7,086
-129
-2% -$11.6K 0.05% 286
2025
Q1 		$671K Buy
7,215
+126
+2% +$11.5K 0.05% 243
2024
Q4 		$666K Sell
7,089
-730
-9% -$70.5K 0.05% 249
2024
Q3 		$715K Buy
7,819
+307
+4% +$26.2K 0.06% 234
2024
Q2 		$561K Buy
7,512
+283
+4% +$22.1K 0.05% 257
2024
Q1 		$569K Buy
7,229
+385
+6% +$27K 0.05% 248
2023
Q4 		$495K Buy
6,844
+489
+8% +$35.4K 0.05% 247
2023
Q3 		$435K Buy
6,355
+35
+0.6% +$2.65K 0.05% 238
2023
Q2 		$500K Buy
6,320
+81
+1% +$6.22K 0.06% 213
2023
Q1 		$485K Buy
6,239
+1,376
+28% +$99.7K 0.06% 207
2022
Q4 		$342K Buy
4,863
+1,012
+26% +$69.5K 0.05% 250
2022
Q3 		$253K Buy
3,851
+556
+17% +$43.6K 0.04% 266
2022
Q2 		$256K Buy
3,295
+691
+27% +$55.1K 0.04% 256
2022
Q1 		$208K Buy
2,604
+243
+10% +$18.5K 0.03% 293
2021
Q4 		$194K Buy
2,361
+1,587
+205% +$122K 0.03% 313
2021
Q3 		$57K Buy
774
+577
+293% +$45.2K 0.01% 582
2021
Q2 		$15K Buy
197
+142
+258% +$10.6K ﹤0.01% 935
2021
Q1 		$4K Hold
55
– – ﹤0.01% 1109
2020
Q4 		$4K Hold
55
– – ﹤0.01% 1032
2020
Q3 		$3K Buy
+55
New +$3.56K ﹤0.01% 1035

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

Creative Financial Designs's MGEE Position: Q1 2026 in Review

Creative Financial Designs reduced its MGE Energy Inc (MGEE) stake by 22% in Q1 2026, selling an estimated $12.4K and leaving 558 shares worth $43.1K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

Creative Financial Designs first reported a position in MGEE in Q3 2020 and has held it in 23 quarters since. The position peaked at $715K in Q3 2024. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

  • Creative Financial Designs held 558 shares of MGE Energy Inc worth $43.1K as of Q1 2026.
  • Creative Financial Designs sold 157 MGE Energy Inc shares in Q1 2026, an estimated $12.4K.
  • MGE Energy Inc made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #945 holding.
  • Creative Financial Designs first reported a position in MGE Energy Inc in Q3 2020 and has held it in 23 quarters since.
  • Creative Financial Designs's MGE Energy Inc position peaked at $715K in Q3 2024.
  • 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.