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Ellenbecker Investment Group’s MGE Energy Inc MGEE Stock Holding History

Ellenbecker Investment Group’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 		$249K Buy
3,055
+7
+0.2% +$542 0.03% 133
2026
Q1 		$236K Buy
3,048
+393
+15% +$30.9K 0.03% 119
2025
Q4 		$208K Buy
2,655
+200
+8% +$16.4K 0.03% 129
2025
Q3 		$207K Buy
+2,455
New +$210K 0.03% 126

Other funds holding MGEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
STCG
Speece Thorson Capital Group Minnetonka, Minnesota $468M AUM 19.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ellenbecker Investment Group's MGEE Position: Q2 2026 in Review

Ellenbecker Investment Group increased its MGE Energy Inc (MGEE) stake by 0.23% in Q2 2026, buying an estimated $542 and bringing the position to 3,055 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #133.

Ellenbecker Investment Group first reported a position in MGEE in Q3 2025 and has held it in 4 quarters since. 143 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Ellenbecker Investment Group held 3,055 shares of MGE Energy Inc worth $249K as of Q2 2026.
  • Ellenbecker Investment Group bought 7 MGE Energy Inc shares in Q2 2026, an estimated $542.
  • MGE Energy Inc made up 0.03% of Ellenbecker Investment Group's portfolio in Q2 2026, its #133 holding.
  • Ellenbecker Investment Group first reported a position in MGE Energy Inc in Q3 2025 and has held it in 4 quarters since.
  • 143 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.