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CWS Financial Advisors’s MGE Energy Inc MGEE Stock Holding History

CWS Financial Advisors’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
Q3 		– Sell
-2,577
Closed -$228K – 142
2025
Q2 		$228K Buy
2,577
+3
+0.1% +$270 0.07% 125
2025
Q1 		$239K Buy
2,574
+7
+0.3% +$637 0.08% 119
2024
Q4 		$241K Buy
2,567
+7
+0.3% +$676 0.08% 112
2024
Q3 		$234K Buy
+2,560
New +$219K 0.08% 107
2024
Q2 		– Sell
-2,550
Closed -$201K – 110
2024
Q1 		$201K Buy
+2,550
New +$179K 0.08% 104
2023
Q3 		– Sell
-2,541
Closed -$201K – 176
2023
Q2 		$201K Buy
+2,541
New +$195K 0.08% 145
2022
Q3 		– Sell
-2,636
Closed -$205K – 158
2022
Q2 		$205K Buy
2,636
+3
+0.1% +$239 0.09% 139
2022
Q1 		$210K Buy
2,633
+2
+0.1% +$152 0.08% 144
2021
Q4 		$216K Buy
+2,631
New +$202K 0.08% 144
2020
Q2 		– Sell
-2,581
Closed -$203K – 128
2020
Q1 		$203K Hold
2,581
– – 0.15% 120
2019
Q4 		$203K Buy
+2,581
New +$199K 0.15% 120

Other funds holding MGEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CWS Financial Advisors's MGEE Position: Q3 2025 in Review

CWS Financial Advisors sold out of MGE Energy Inc (MGEE) in Q3 2025, closing a stake of 2,577 shares — an estimated $228K sold.

CWS Financial Advisors first reported a position in MGEE in Q4 2019 and held it in 11 quarters. The position peaked at $241K in Q4 2024. 304 funds tracked by Wall St. Rank hold MGEE as of Q3 2025.

  • CWS Financial Advisors reported no remaining MGE Energy Inc position as of Q3 2025 after selling out during the quarter.
  • CWS Financial Advisors sold 2,577 MGE Energy Inc shares in Q3 2025, an estimated $228K.
  • CWS Financial Advisors first reported a position in MGE Energy Inc in Q4 2019 and held it in 11 quarters.
  • CWS Financial Advisors's MGE Energy Inc position peaked at $241K in Q4 2024.
  • 304 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2025.

Based on CWS Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.