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Global Financial Private Client’s MGE Energy Inc MGEE Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-5
Closed -$465 – 1040
2025
Q1 		$465 Buy
5
+3
+150% +$273 ﹤0.01% 1303
2024
Q4 		$188 Buy
+2
New +$193 ﹤0.01% 1289

Other funds holding MGEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Global Financial Private Client's MGEE Position: Q2 2025 in Review

Global Financial Private Client sold out of MGE Energy Inc (MGEE) in Q2 2025, closing a stake of 5 shares — an estimated $465 sold.

Global Financial Private Client first reported a position in MGEE in Q4 2024 and held it in 2 quarters. The position peaked at $465 in Q1 2025. 295 funds tracked by Wall St. Rank hold MGEE as of Q2 2025.

  • Global Financial Private Client reported no remaining MGE Energy Inc position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 5 MGE Energy Inc shares in Q2 2025, an estimated $465.
  • Global Financial Private Client first reported a position in MGE Energy Inc in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's MGE Energy Inc position peaked at $465 in Q1 2025.
  • 295 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.