FWA
MGEE icon

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
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

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

FORM Wealth Advisors's MGEE Position: Q2 2026 in Review

FORM Wealth Advisors increased its MGE Energy Inc (MGEE) stake by 0.08% in Q2 2026, buying an estimated $542 and bringing the position to 8,565 shares worth $698K. The position accounts for 0.08% of the portfolio, ranked #28.

FORM Wealth Advisors first reported a position in MGEE in Q1 2025 and has held it in 5 quarters since. The position peaked at $807K in Q1 2025. 338 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • FORM Wealth Advisors held 8,565 shares of MGE Energy Inc worth $698K as of Q2 2026.
  • FORM Wealth Advisors bought 7 MGE Energy Inc shares in Q2 2026, an estimated $542.
  • MGE Energy Inc made up 0.08% of FORM Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • FORM Wealth Advisors first reported a position in MGE Energy Inc in Q1 2025 and has held it in 5 quarters since.
  • FORM Wealth Advisors's MGE Energy Inc position peaked at $807K in Q1 2025.
  • 338 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.