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Farther Finance Advisors’s MGE Energy Inc MGEE Stock Holding History

Farther Finance 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
Q3 		$143K Buy
2,055
+3
+0.1% +$236 ﹤0.01% 2571
2026
Q2 		$167K Buy
2,052
+261
+15% +$20.2K ﹤0.01% 2379
2026
Q1 		$139K Buy
1,791
+37
+2% +$2.91K ﹤0.01% 2273
2025
Q4 		$138K Buy
1,754
+16
+0.9% +$1.31K ﹤0.01% 2143
2025
Q3 		$146K Buy
1,738
+11
+0.6% +$939 ﹤0.01% 1806
2025
Q2 		$153K Sell
1,727
-15
-0.9% -$1.35K ﹤0.01% 1532
2025
Q1 		$162K Buy
1,742
+35
+2% +$3.19K ﹤0.01% 1316
2024
Q4 		$160K Buy
1,707
+1,684
+7,322% +$163K 0.01% 1090
2024
Q3 		$2.1K Buy
23
+8
+53% +$684 ﹤0.01% 2976
2024
Q2 		$1.1K Buy
15
+5
+50% +$390 ﹤0.01% 3037
2024
Q1 		$789 Sell
10
-1
-9% -$70 ﹤0.01% 2865
2023
Q4 		$795 Buy
11
+8
+267% +$579 ﹤0.01% 2816
2023
Q3 		$206 Hold
3
– – ﹤0.01% 2459
2023
Q2 		$237 Buy
+3
New +$230 ﹤0.01% 2333

Other funds holding MGEE

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's MGEE Position: Q3 2026 in Review

Farther Finance Advisors increased its MGE Energy Inc (MGEE) stake by 0.15% in Q3 2026, buying an estimated $236 and bringing the position to 2,055 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #2571.

Farther Finance Advisors first reported a position in MGEE in Q2 2023 and has held it in 14 quarters since. The position peaked at $167K in Q2 2026. 12 funds tracked by Wall St. Rank hold MGEE as of Q3 2026.

  • Farther Finance Advisors held 2,055 shares of MGE Energy Inc worth $143K as of Q3 2026.
  • Farther Finance Advisors bought 3 MGE Energy Inc shares in Q3 2026, an estimated $236.
  • MGE Energy Inc made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2571 holding.
  • Farther Finance Advisors first reported a position in MGE Energy Inc in Q2 2023 and has held it in 14 quarters since.
  • Farther Finance Advisors's MGE Energy Inc position peaked at $167K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.