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Highland Investment Advisors LLC’s MGE Energy Inc MGEE Stock Holding History

Highland Investment Advisors LLC’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 		$60.2K Buy
+738
New +$57.2K 0.03% 164

Other funds holding MGEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
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
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
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Highland Investment Advisors LLC's MGEE Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in MGE Energy Inc (MGEE) in Q2 2026: 738 shares worth $60.2K. The stake represents 0.03% of the portfolio and ranks #164 among its holdings.

246 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Highland Investment Advisors LLC held 738 shares of MGE Energy Inc worth $60.2K as of Q2 2026.
  • MGE Energy Inc was a new Highland Investment Advisors LLC position in Q2 2026.
  • MGE Energy Inc made up 0.03% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #164 holding.
  • 246 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

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