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ERn Financial LLC’s MGE Energy Inc MGEE Stock Holding History

ERn Financial LLC’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 		$229K Buy
2,805
+9
+0.3% +$697 0.04% 149
2026
Q1 		$216K Buy
2,796
+11
+0.4% +$866 0.04% 141
2025
Q4 		$218K Buy
2,785
+9
+0.3% +$740 0.04% 140
2025
Q3 		$234K Buy
2,776
+9
+0.3% +$768 0.05% 131
2025
Q2 		$245K Buy
2,767
+8
+0.3% +$720 0.05% 131
2025
Q1 		$256K Buy
2,759
+7
+0.3% +$637 0.04% 164
2024
Q4 		$259K Buy
2,752
+7
+0.3% +$676 0.04% 174
2024
Q3 		$251K Buy
2,745
+8
+0.3% +$684 0.04% 168
2024
Q2 		$205K Sell
2,737
-496
-15% -$38.7K 0.03% 174
2024
Q1 		$255K Buy
3,233
+113
+4% +$7.92K 0.04% 161
2023
Q4 		$217K Buy
3,120
+12
+0.4% +$869 0.04% 165
2023
Q3 		$213K Hold
3,108
– – 0.05% 159
2023
Q2 		$246K Buy
3,108
+11
+0.4% +$845 0.05% 158
2023
Q1 		$241K Buy
3,097
+11
+0.4% +$797 0.05% 158
2022
Q4 		$217K Buy
+3,086
New +$212K 0.05% 167
2022
Q3 		– Sell
-2,992
Closed -$233K – 169
2022
Q2 		$233K Buy
2,992
+10
+0.3% +$797 0.06% 151
2022
Q1 		$238K Buy
+2,982
New +$227K 0.05% 154

Other funds holding MGEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

ERn Financial LLC's MGEE Position: Q2 2026 in Review

ERn Financial LLC increased its MGE Energy Inc (MGEE) stake by 0.32% in Q2 2026, buying an estimated $697 and bringing the position to 2,805 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #149.

ERn Financial LLC first reported a position in MGEE in Q1 2022 and has held it in 17 quarters since. The position peaked at $259K in Q4 2024. 98 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • ERn Financial LLC held 2,805 shares of MGE Energy Inc worth $229K as of Q2 2026.
  • ERn Financial LLC bought 9 MGE Energy Inc shares in Q2 2026, an estimated $697.
  • MGE Energy Inc made up 0.04% of ERn Financial LLC's portfolio in Q2 2026, its #149 holding.
  • ERn Financial LLC first reported a position in MGE Energy Inc in Q1 2022 and has held it in 17 quarters since.
  • ERn Financial LLC's MGE Energy Inc position peaked at $259K in Q4 2024.
  • 98 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on ERn Financial LLC's 13F filing for Q2 2026, filed 23 Jul 2026.