GuidedMoney’s MGE Energy Inc MGEE Stock Holding History

GuidedMoney’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	$297K	Hold	3,640	–	–	0.14%	26
2026 Q1	$281K	Hold	3,640	–	–	0.15%	25
2025 Q4	$285K	Buy	+3,640	New	+$299K	0.15%	25

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

GuidedMoney's MGEE Position: Q2 2026 in Review

GuidedMoney held its MGE Energy Inc (MGEE) position steady in Q2 2026 at 3,640 shares worth $297K. The position accounts for 0.14% of the portfolio, ranked #26.

GuidedMoney first reported a position in MGEE in Q4 2025 and has held it in 3 quarters since. 335 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

GuidedMoney held 3,640 shares of MGE Energy Inc worth $297K as of Q2 2026.
GuidedMoney left its MGE Energy Inc share count unchanged in Q2 2026.
MGE Energy Inc made up 0.14% of GuidedMoney's portfolio in Q2 2026, its #26 holding.
GuidedMoney first reported a position in MGE Energy Inc in Q4 2025 and has held it in 3 quarters since.
335 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on GuidedMoney's 13F filing for Q2 2026, filed 28 Jul 2026.