Essential Partners’s MGE Energy Inc MGEE Stock Holding History

Essential 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 Q3	$24.7K	Buy	356 +7	+2%	+$551	0.01%	838
2026 Q2	$28.5K	Buy	349 +301	+627%	+$23.3K	0.01%	781
2026 Q1	$3.71K	Buy	48 +23	+92%	+$1.81K	﹤0.01%	1722
2025 Q4	$1.96K	Sell	25 -30	-55%	-$2.47K	﹤0.01%	1807
2025 Q3	$4.63K	Buy	55 +46	+511%	+$3.93K	﹤0.01%	1453
2025 Q2	$796	Buy	+9	New	+$810	﹤0.01%	1566

Other funds holding MGEE

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Essential Partners's MGEE Position: Q3 2026 in Review

Essential Partners increased its MGE Energy Inc (MGEE) stake by 2% in Q3 2026, buying an estimated $551 and bringing the position to 356 shares worth $24.7K. The position accounts for 0.01% of the portfolio, ranked #838.

Essential Partners first reported a position in MGEE in Q2 2025 and has held it in 6 quarters since. The position peaked at $28.5K in Q2 2026. 56 funds tracked by Wall St. Rank hold MGEE as of Q3 2026.

Essential Partners held 356 shares of MGE Energy Inc worth $24.7K as of Q3 2026.
Essential Partners bought 7 MGE Energy Inc shares in Q3 2026, an estimated $551.
MGE Energy Inc made up 0.01% of Essential Partners's portfolio in Q3 2026, its #838 holding.
Essential Partners first reported a position in MGE Energy Inc in Q2 2025 and has held it in 6 quarters since.
Essential Partners's MGE Energy Inc position peaked at $28.5K in Q2 2026.
56 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.