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Global Retirement Partners’s MGE Energy Inc MGEE Stock Holding History

Global Retirement Partners’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
Q4 		$784 Hold
10
– – ﹤0.01% 3930
2025
Q3 		$842 Hold
10
– – ﹤0.01% 3562
2025
Q2 		$884 Buy
+10
New +$900 ﹤0.01% 3470
2024
Q4 		$940 Hold
10
– – ﹤0.01% 3288
2024
Q3 		$915 Hold
10
– – ﹤0.01% 3164
2024
Q2 		$747 Hold
10
– – ﹤0.01% 3224
2024
Q1 		$787 Sell
10
-12
-55% -$841 ﹤0.01% 3034
2023
Q4 		$1.54K Buy
22
+8
+57% +$579 ﹤0.01% 2764
2023
Q3 		$971 Hold
14
– – ﹤0.01% 2782
2023
Q2 		$1.11K Hold
14
– – ﹤0.01% 2752
2023
Q1 		$1.08K Buy
+14
New +$1.01K ﹤0.01% 2715

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Retirement Partners's MGEE Position: Q4 2025 in Review

Global Retirement Partners held its MGE Energy Inc (MGEE) position steady in Q4 2025 at 10 shares worth $784. The position accounts for ﹤0.01% of the portfolio, ranked #3930.

Global Retirement Partners first reported a position in MGEE in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.54K in Q4 2023. 313 funds tracked by Wall St. Rank hold MGEE as of Q4 2025.

  • Global Retirement Partners held 10 shares of MGE Energy Inc worth $784 as of Q4 2025.
  • Global Retirement Partners left its MGE Energy Inc share count unchanged in Q4 2025.
  • MGE Energy Inc made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3930 holding.
  • Global Retirement Partners first reported a position in MGE Energy Inc in Q1 2023 and has held it in 11 quarters since.
  • Global Retirement Partners's MGE Energy Inc position peaked at $1.54K in Q4 2023.
  • 313 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.