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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
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

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

Farther Finance Advisors's MGEE Position: Q2 2026 in Review

Farther Finance Advisors increased its MGE Energy Inc (MGEE) stake by 15% in Q2 2026, buying an estimated $20.2K and bringing the position to 2,052 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #2379.

Farther Finance Advisors first reported a position in MGEE in Q2 2023 and has held it in 13 quarters since. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Farther Finance Advisors held 2,052 shares of MGE Energy Inc worth $167K as of Q2 2026.
  • Farther Finance Advisors bought 261 MGE Energy Inc shares in Q2 2026, an estimated $20.2K.
  • MGE Energy Inc made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2379 holding.
  • Farther Finance Advisors first reported a position in MGE Energy Inc in Q2 2023 and has held it in 13 quarters since.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.