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 Q3	$3.26K	Buy	47 +5	+12%	+$393	﹤0.01%	1789
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

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

PCM

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

MNBTD

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

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

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

Walleye Partners Madison, Wisconsin $89M AUM 5.66% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Fortitude Family Office's MGEE Position: Q3 2026 in Review

Fortitude Family Office increased its MGE Energy Inc (MGEE) stake by 12% in Q3 2026, buying an estimated $393 and bringing the position to 47 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1789.

Fortitude Family Office first reported a position in MGEE in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.56K in Q1 2026. 28 funds tracked by Wall St. Rank hold MGEE as of Q3 2026.

Fortitude Family Office held 47 shares of MGE Energy Inc worth $3.26K as of Q3 2026.
Fortitude Family Office bought 5 MGE Energy Inc shares in Q3 2026, an estimated $393.
MGE Energy Inc made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1789 holding.
Fortitude Family Office first reported a position in MGE Energy Inc in Q1 2024 and has held it in 11 quarters since.
Fortitude Family Office's MGE Energy Inc position peaked at $3.56K in Q1 2026.
28 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.