EWA
MGEE icon

EverSource Wealth Advisors’s MGE Energy Inc MGEE Stock Holding History

EverSource Wealth 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
2026
Q2 		$46.2K Buy
567
+65
+13% +$5.04K ﹤0.01% 1827
2026
Q1 		$38.8K Buy
502
+99
+25% +$7.79K ﹤0.01% 2077
2025
Q4 		$31.6K Buy
403
+112
+38% +$9.21K ﹤0.01% 2070
2025
Q3 		$24.5K Sell
291
-9
-3% -$768 ﹤0.01% 2217
2025
Q2 		$26.5K Buy
300
+8
+3% +$720 ﹤0.01% 2076
2025
Q1 		$27.1K Buy
292
+72
+33% +$6.55K ﹤0.01% 1528
2024
Q4 		$20.7K Buy
220
+13
+6% +$1.26K ﹤0.01% 1603
2024
Q3 		$18.9K Hold
207
– – ﹤0.01% 1523
2024
Q2 		$18.2K Buy
207
+141
+214% +$11K ﹤0.01% 1551
2024
Q1 		$5.17K Buy
66
+59
+843% +$4.13K ﹤0.01% 2040
2023
Q4 		$506 Buy
+7
New +$507 ﹤0.01% 2522
2023
Q3 		– Sell
-326
Closed -$25.8K – 2599
2023
Q2 		$25.8K Buy
326
+320
+5,333% +$24.6K ﹤0.01% 1053
2023
Q1 		$466 Buy
+6
New +$435 ﹤0.01% 2241
2022
Q4 		– Sell
-1,291
Closed -$85K – 2374
2022
Q3 		$85K Buy
1,291
+300
+30% +$23.5K 0.02% 476
2022
Q2 		$77K Buy
+991
New +$79K 0.02% 458

Other funds holding MGEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
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
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

EverSource Wealth Advisors's MGEE Position: Q2 2026 in Review

EverSource Wealth Advisors increased its MGE Energy Inc (MGEE) stake by 13% in Q2 2026, buying an estimated $5.04K and bringing the position to 567 shares worth $46.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

EverSource Wealth Advisors first reported a position in MGEE in Q2 2022 and has held it in 15 quarters since. The position peaked at $85K in Q3 2022. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • EverSource Wealth Advisors held 567 shares of MGE Energy Inc worth $46.2K as of Q2 2026.
  • EverSource Wealth Advisors bought 65 MGE Energy Inc shares in Q2 2026, an estimated $5.04K.
  • MGE Energy Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1827 holding.
  • EverSource Wealth Advisors first reported a position in MGE Energy Inc in Q2 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's MGE Energy Inc position peaked at $85K in Q3 2022.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.