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Hemington Wealth Management’s MGE Energy Inc MGEE Stock Holding History

Hemington 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
2025
Q3 		$8K Buy
99
+1
+1% +$85 ﹤0.01% 974
2025
Q2 		$8K Sell
98
-36
-27% -$3.24K ﹤0.01% 946
2025
Q1 		$12K Buy
134
+14
+12% +$1.27K ﹤0.01% 752
2024
Q4 		$11K Buy
120
+10
+9% +$966 ﹤0.01% 742
2024
Q3 		$9K Buy
+110
New +$9.4K ﹤0.01% 748

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

Hemington Wealth Management's MGEE Position: Q3 2025 in Review

Hemington Wealth Management increased its MGE Energy Inc (MGEE) stake by 1% in Q3 2025, buying an estimated $85 and bringing the position to 99 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

Hemington Wealth Management first reported a position in MGEE in Q3 2024 and has held it in 5 quarters since. The position peaked at $12K in Q1 2025. 304 funds tracked by Wall St. Rank hold MGEE as of Q3 2025.

  • Hemington Wealth Management held 99 shares of MGE Energy Inc worth $8K as of Q3 2025.
  • Hemington Wealth Management bought 1 MGE Energy Inc share in Q3 2025, an estimated $85.
  • MGE Energy Inc made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #974 holding.
  • Hemington Wealth Management first reported a position in MGE Energy Inc in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's MGE Energy Inc position peaked at $12K in Q1 2025.
  • 304 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.