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

FORM 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 Q3	$595K	Buy	8,572 +7	+0.1%	+$551	0.07%	33
2026 Q2	$698K	Buy	8,565 +7	+0.1%	+$542	0.08%	28
2026 Q1	$661K	Buy	8,558 +8	+0.1%	+$630	0.08%	32
2025 Q4	$671K	Buy	+8,550	New	+$703K	0.08%	32
2025 Q2	$755K	Sell	8,537 -146	-2%	-$13.1K	0.09%	30
2025 Q1	$807K	Buy	+8,683	New	+$790K	0.11%	27

Other funds holding MGEE

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

FORM Wealth Advisors's MGEE Position: Q3 2026 in Review

FORM Wealth Advisors increased its MGE Energy Inc (MGEE) stake by 0.08% in Q3 2026, buying an estimated $551 and bringing the position to 8,572 shares worth $595K. The position accounts for 0.07% of the portfolio, ranked #33.

FORM Wealth Advisors first reported a position in MGEE in Q1 2025 and has held it in 6 quarters since. The position peaked at $807K in Q1 2025. 91 funds tracked by Wall St. Rank hold MGEE as of Q3 2026.

FORM Wealth Advisors held 8,572 shares of MGE Energy Inc worth $595K as of Q3 2026.
FORM Wealth Advisors bought 7 MGE Energy Inc shares in Q3 2026, an estimated $551.
MGE Energy Inc made up 0.07% of FORM Wealth Advisors's portfolio in Q3 2026, its #33 holding.
FORM Wealth Advisors first reported a position in MGE Energy Inc in Q1 2025 and has held it in 6 quarters since.
FORM Wealth Advisors's MGE Energy Inc position peaked at $807K in Q1 2025.
91 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2026.

Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.