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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
Q2 		$37.4K Sell
459
-99
-18% -$7.67K ﹤0.01% 1102
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 $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 $3.38T AUM 44.17% 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

Creative Financial Designs's MGEE Position: Q2 2026 in Review

Creative Financial Designs reduced its MGE Energy Inc (MGEE) stake by 18% in Q2 2026, selling an estimated $7.67K and leaving 459 shares worth $37.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

Creative Financial Designs first reported a position in MGEE in Q3 2020 and has held it in 24 quarters since. The position peaked at $715K in Q3 2024. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Creative Financial Designs held 459 shares of MGE Energy Inc worth $37.4K as of Q2 2026.
  • Creative Financial Designs sold 99 MGE Energy Inc shares in Q2 2026, an estimated $7.67K.
  • MGE Energy Inc made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1102 holding.
  • Creative Financial Designs first reported a position in MGE Energy Inc in Q3 2020 and has held it in 24 quarters since.
  • Creative Financial Designs's MGE Energy Inc position peaked at $715K in Q3 2024.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.