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HFM Investment Advisors’s MGE Energy Inc MGEE Stock Holding History

HFM Investment 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 		$571 Buy
7
+5
+250% +$387 ﹤0.01% 948
2026
Q1 		$155 Hold
2
– – ﹤0.01% 1052
2025
Q4 		$157 Hold
2
– – ﹤0.01% 1089
2025
Q3 		$168 Hold
2
– – ﹤0.01% 1044
2025
Q2 		$177 Buy
2
+1
+100% +$90 ﹤0.01% 1025
2025
Q1 		$93 Buy
+1
New +$91 ﹤0.01% 880

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

HFM Investment Advisors's MGEE Position: Q2 2026 in Review

HFM Investment Advisors increased its MGE Energy Inc (MGEE) stake by 250% in Q2 2026, buying an estimated $387 and bringing the position to 7 shares worth $571. The position accounts for ﹤0.01% of the portfolio, ranked #948.

HFM Investment Advisors first reported a position in MGEE in Q1 2025 and has held it in 6 quarters since. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • HFM Investment Advisors held 7 shares of MGE Energy Inc worth $571 as of Q2 2026.
  • HFM Investment Advisors bought 5 MGE Energy Inc shares in Q2 2026, an estimated $387.
  • MGE Energy Inc made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #948 holding.
  • HFM Investment Advisors first reported a position in MGE Energy Inc in Q1 2025 and has held it in 6 quarters since.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.