Focus Partners Wealth
MGEE icon

Focus Partners Wealth’s MGE Energy Inc MGEE Stock Holding History

Focus Partners Wealth’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 		$916K Buy
11,230
+4,008
+55% +$311K ﹤0.01% 1680
2026
Q1 		$558K Sell
7,222
-209
-3% -$16.5K ﹤0.01% 1872
2025
Q4 		$583K Buy
+7,431
New +$611K ﹤0.01% 1888
2025
Q3 		– Sell
-2,324
Closed -$206K – 2273
2025
Q2 		$206K Buy
2,324
+33
+1% +$2.97K ﹤0.01% 1863
2025
Q1 		$213K Buy
2,291
+52
+2% +$4.73K ﹤0.01% 1729
2024
Q4 		$210K Buy
+2,239
New +$216K ﹤0.01% 1712

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 $3.38T AUM 44.17% 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

Focus Partners Wealth's MGEE Position: Q2 2026 in Review

Focus Partners Wealth increased its MGE Energy Inc (MGEE) stake by 55% in Q2 2026, buying an estimated $311K and bringing the position to 11,230 shares worth $916K. The position accounts for ﹤0.01% of the portfolio, ranked #1680.

Focus Partners Wealth first reported a position in MGEE in Q4 2024 and has held it in 6 quarters since. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Focus Partners Wealth held 11,230 shares of MGE Energy Inc worth $916K as of Q2 2026.
  • Focus Partners Wealth bought 4,008 MGE Energy Inc shares in Q2 2026, an estimated $311K.
  • MGE Energy Inc made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1680 holding.
  • Focus Partners Wealth first reported a position in MGE Energy Inc in Q4 2024 and has held it in 6 quarters since.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.