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High Note Wealth’s MGE Energy Inc MGEE Stock Holding History

High Note Wealth’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
Q1 		$7.81K Hold
101
– – ﹤0.01% 416
2025
Q4 		$7.92K Hold
101
– – ﹤0.01% 379
2025
Q3 		$8.5K Hold
101
– – ﹤0.01% 344
2025
Q2 		$8.93K Hold
101
– – ﹤0.01% 315
2025
Q1 		$9.39K Hold
101
– – ﹤0.01% 299
2024
Q4 		$9.49K Buy
+101
New +$9.76K ﹤0.01% 302

Other funds holding MGEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

High Note Wealth's MGEE Position: Q1 2026 in Review

High Note Wealth held its MGE Energy Inc (MGEE) position steady in Q1 2026 at 101 shares worth $7.81K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

High Note Wealth first reported a position in MGEE in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.49K in Q4 2024. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

  • High Note Wealth held 101 shares of MGE Energy Inc worth $7.81K as of Q1 2026.
  • High Note Wealth left its MGE Energy Inc share count unchanged in Q1 2026.
  • MGE Energy Inc made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #416 holding.
  • High Note Wealth first reported a position in MGE Energy Inc in Q4 2024 and has held it in 6 quarters since.
  • High Note Wealth's MGE Energy Inc position peaked at $9.49K in Q4 2024.
  • 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.