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Curio Wealth’s MGE Energy Inc MGEE Stock Holding History

Curio Wealth’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 		– Sell
-1
Closed -$77 – 717
2026
Q1 		$77 Buy
+1
New +$79 ﹤0.01% 1029

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 $3.37T AUM 44.26% 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

Curio Wealth's MGEE Position: Q2 2026 in Review

Curio Wealth sold out of MGE Energy Inc (MGEE) in Q2 2026, closing a stake of 1 share — an estimated $77 sold.

Curio Wealth first reported a position in MGEE in Q1 2026 and held it in 1 quarter. The position peaked at $77 in Q1 2026. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Curio Wealth reported no remaining MGE Energy Inc position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 1 MGE Energy Inc share in Q2 2026, an estimated $77.
  • Curio Wealth first reported a position in MGE Energy Inc in Q1 2026 and held it in 1 quarter.
  • Curio Wealth's MGE Energy Inc position peaked at $77 in Q1 2026.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.