HNW
MGEE icon

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
Q2 		$8.24K Hold
101
– – ﹤0.01% 451
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 $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

High Note Wealth's MGEE Position: Q2 2026 in Review

High Note Wealth held its MGE Energy Inc (MGEE) position steady in Q2 2026 at 101 shares worth $8.24K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

High Note Wealth first reported a position in MGEE in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.49K in Q4 2024. 338 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • High Note Wealth held 101 shares of MGE Energy Inc worth $8.24K as of Q2 2026.
  • High Note Wealth left its MGE Energy Inc share count unchanged in Q2 2026.
  • MGE Energy Inc made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #451 holding.
  • High Note Wealth first reported a position in MGE Energy Inc in Q4 2024 and has held it in 7 quarters since.
  • High Note Wealth's MGE Energy Inc position peaked at $9.49K in Q4 2024.
  • 338 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.