GWM
MGEE icon

Gilpin Wealth Management’s MGE Energy Inc MGEE Stock Holding History

Gilpin Wealth Management’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 		$348 Buy
5
+1
+25% +$79 ﹤0.01% 959
2026
Q2 		$327 Hold
4
– – ﹤0.01% 804
2026
Q1 		$310 Buy
+4
New +$315 ﹤0.01% 758

Other funds holding MGEE

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Gilpin Wealth Management's MGEE Position: Q3 2026 in Review

Gilpin Wealth Management increased its MGE Energy Inc (MGEE) stake by 25% in Q3 2026, buying an estimated $79 and bringing the position to 5 shares worth $348. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Gilpin Wealth Management first reported a position in MGEE in Q1 2026 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold MGEE as of Q3 2026.

  • Gilpin Wealth Management held 5 shares of MGE Energy Inc worth $348 as of Q3 2026.
  • Gilpin Wealth Management bought 1 MGE Energy Inc share in Q3 2026, an estimated $79.
  • MGE Energy Inc made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #959 holding.
  • Gilpin Wealth Management first reported a position in MGE Energy Inc in Q1 2026 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.