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 Q2	$327	Hold	4	–	–	﹤0.01%	804
2026 Q1	$310	Buy	+4	New	+$315	﹤0.01%	758

Other funds holding MGEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Gilpin Wealth Management's MGEE Position: Q2 2026 in Review

Gilpin Wealth Management held its MGE Energy Inc (MGEE) position steady in Q2 2026 at 4 shares worth $327. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Gilpin Wealth Management first reported a position in MGEE in Q1 2026 and has held it in 2 quarters since. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

Gilpin Wealth Management held 4 shares of MGE Energy Inc worth $327 as of Q2 2026.
Gilpin Wealth Management left its MGE Energy Inc share count unchanged in Q2 2026.
MGE Energy Inc made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #804 holding.
Gilpin Wealth Management first reported a position in MGE Energy Inc in Q1 2026 and has held it in 2 quarters since.
337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.