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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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 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. 50 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.
  • 50 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.