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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Focus Partners Wealth's MGEE Position: Q1 2026 in Review

Focus Partners Wealth reduced its MGE Energy Inc (MGEE) stake by 2.8% in Q1 2026, selling an estimated $16.5K and leaving 7,222 shares worth $558K. The position accounts for ﹤0.01% of the portfolio, ranked #1872.

Focus Partners Wealth first reported a position in MGEE in Q4 2024 and has held it in 5 quarters since. The position peaked at $583K in Q4 2025. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

  • Focus Partners Wealth held 7,222 shares of MGE Energy Inc worth $558K as of Q1 2026.
  • Focus Partners Wealth sold 209 MGE Energy Inc shares in Q1 2026, an estimated $16.5K.
  • MGE Energy Inc made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1872 holding.
  • Focus Partners Wealth first reported a position in MGE Energy Inc in Q4 2024 and has held it in 5 quarters since.
  • Focus Partners Wealth's MGE Energy Inc position peaked at $583K in Q4 2025.
  • 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.