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Goldstein Advisors’s MGE Energy Inc MGEE Stock Holding History

Goldstein Advisors’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 		$837K Sell
10,266
-103
-1% -$7.98K 0.08% 92
2026
Q1 		$801K Sell
10,369
-52
-0.5% -$4.09K 0.09% 78
2025
Q4 		$817K Buy
10,421
+7
+0.1% +$575 0.09% 77
2025
Q3 		$877K Buy
10,414
+6
+0.1% +$512 0.11% 72
2025
Q2 		$920K Sell
10,408
-2,639
-20% -$238K 0.12% 63
2025
Q1 		$1.21M Buy
13,047
+96
+0.7% +$8.73K 0.18% 45
2024
Q4 		$1.22M Sell
12,951
-569
-4% -$55K 0.18% 46
2024
Q3 		$1.24M Sell
13,520
-55
-0.4% -$4.7K 0.19% 44
2024
Q2 		$1.01M Buy
13,575
+7
+0.1% +$547 0.17% 48
2024
Q1 		$1.07M Sell
13,568
-65
-0.5% -$4.55K 0.18% 44
2023
Q4 		$986K Sell
13,633
-2,493
-15% -$180K 0.17% 71
2023
Q3 		$1.1M Hold
16,126
– – 0.23% 41
2023
Q2 		$1.28M Sell
16,126
-362
-2% -$27.8K 0.27% 40
2023
Q1 		$1.28M Sell
16,488
-3,718
-18% -$269K 0.28% 41
2022
Q4 		$1.42M Buy
+20,206
New +$1.39M 0.34% 38

Other funds holding MGEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
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
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Goldstein Advisors's MGEE Position: Q2 2026 in Review

Goldstein Advisors reduced its MGE Energy Inc (MGEE) stake by 0.99% in Q2 2026, selling an estimated $7.98K and leaving 10,266 shares worth $837K. The position accounts for 0.08% of the portfolio, ranked #92.

Goldstein Advisors first reported a position in MGEE in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.42M in Q4 2022. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Goldstein Advisors held 10,266 shares of MGE Energy Inc worth $837K as of Q2 2026.
  • Goldstein Advisors sold 103 MGE Energy Inc shares in Q2 2026, an estimated $7.98K.
  • MGE Energy Inc made up 0.08% of Goldstein Advisors's portfolio in Q2 2026, its #92 holding.
  • Goldstein Advisors first reported a position in MGE Energy Inc in Q4 2022 and has held it in 15 quarters since.
  • Goldstein Advisors's MGE Energy Inc position peaked at $1.42M in Q4 2022.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.