FFO
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Fortitude Family Office’s MGE Energy Inc MGEE Stock Holding History

Fortitude Family Office’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 		$3.42K Sell
42
-4
-9% -$310 ﹤0.01% 1251
2026
Q1 		$3.56K Buy
46
+12
+35% +$945 ﹤0.01% 1053
2025
Q4 		$2.67K Sell
34
-6
-15% -$493 ﹤0.01% 1065
2025
Q3 		$3.37K Buy
40
+6
+18% +$512 ﹤0.01% 978
2025
Q2 		$3.01K Buy
34
+1
+3% +$90 ﹤0.01% 1008
2025
Q1 		$3.07K Hold
33
– – ﹤0.01% 849
2024
Q4 		$3.1K Hold
33
– – ﹤0.01% 957
2024
Q3 		$3.02K Hold
33
– – ﹤0.01% 924
2024
Q2 		$2.47K Hold
33
– – ﹤0.01% 769
2024
Q1 		$2.6K Buy
+33
New +$2.31K ﹤0.01% 776

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

Fortitude Family Office's MGEE Position: Q2 2026 in Review

Fortitude Family Office reduced its MGE Energy Inc (MGEE) stake by 8.7% in Q2 2026, selling an estimated $310 and leaving 42 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

Fortitude Family Office first reported a position in MGEE in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.56K in Q1 2026. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Fortitude Family Office held 42 shares of MGE Energy Inc worth $3.42K as of Q2 2026.
  • Fortitude Family Office sold 4 MGE Energy Inc shares in Q2 2026, an estimated $310.
  • MGE Energy Inc made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1251 holding.
  • Fortitude Family Office first reported a position in MGE Energy Inc in Q1 2024 and has held it in 10 quarters since.
  • Fortitude Family Office's MGE Energy Inc position peaked at $3.56K in Q1 2026.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.