Destiny Wealth Partners’s MGE Energy Inc MGEE Stock Holding History

Destiny Wealth Partners’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	-157	Closed	-$12.1K	–	723
2026 Q1	$12.1K	Buy	+157	New	+$12.4K	﹤0.01%	889

Other funds holding MGEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Destiny Wealth Partners's MGEE Position: Q2 2026 in Review

Destiny Wealth Partners sold out of MGE Energy Inc (MGEE) in Q2 2026, closing a stake of 157 shares — an estimated $12.1K sold.

Destiny Wealth Partners first reported a position in MGEE in Q1 2026 and held it in 1 quarter. The position peaked at $12.1K in Q1 2026. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

Destiny Wealth Partners reported no remaining MGE Energy Inc position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 157 MGE Energy Inc shares in Q2 2026, an estimated $12.1K.
Destiny Wealth Partners first reported a position in MGE Energy Inc in Q1 2026 and held it in 1 quarter.
Destiny Wealth Partners's MGE Energy Inc position peaked at $12.1K in Q1 2026.
337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

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