IAG Wealth Partners’s MGE Energy Inc MGEE Stock Holding History

IAG Wealth Partners’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	$40.8K	Sell	528 -39	-7%	-$3.07K	﹤0.01%	228
2025 Q4	$44.5K	Hold	567	–	–	0.01%	222
2025 Q3	$47.7K	Buy	567 +39	+7%	+$3.33K	0.01%	218
2025 Q2	$46.7K	Hold	528	–	–	0.01%	200
2025 Q1	$49.1K	Hold	528	–	–	0.01%	200
2024 Q4	$49.6K	Hold	528	–	–	0.01%	191
2024 Q3	$48.3K	Hold	528	–	–	0.01%	188
2024 Q2	$39.5K	Hold	528	–	–	0.01%	201
2024 Q1	$41.6K	Hold	528	–	–	0.01%	183
2023 Q4	$38.2K	Sell	528 -250	-32%	-$18.1K	0.01%	181
2023 Q3	$53.3K	Hold	778	–	–	0.01%	145
2023 Q2	$61.5K	Hold	778	–	–	0.02%	149
2023 Q1	$60.4K	Hold	778	–	–	0.02%	130
2022 Q4	$54.8K	Hold	778	–	–	0.02%	134
2022 Q3	$51K	Hold	778	–	–	0.02%	122
2022 Q2	$61K	Hold	778	–	–	0.02%	113
2022 Q1	$62K	Hold	778	–	–	0.02%	124
2021 Q4	$64K	Sell	778 -150	-16%	-$11.5K	0.02%	118
2021 Q3	$69K	Hold	928	–	–	0.02%	107
2021 Q2	$70K	Hold	928	–	–	0.03%	99
2021 Q1	$67K	Hold	928	–	–	0.03%	94
2020 Q4	$65K	Hold	928	–	–	0.03%	96
2020 Q3	$59K	Hold	928	–	–	0.03%	97
2020 Q2	$60K	Hold	928	–	–	0.03%	97
2020 Q1	$61K	Sell	928 -115	-11%	-$8.58K	0.04%	85
2019 Q4	$83K	Buy	+1,043	New	+$80.3K	0.05%	78

Other funds holding MGEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

IAG Wealth Partners's MGEE Position: Q1 2026 in Review

IAG Wealth Partners reduced its MGE Energy Inc (MGEE) stake by 6.9% in Q1 2026, selling an estimated $3.07K and leaving 528 shares worth $40.8K. The position accounts for ﹤0.01% of the portfolio, ranked #228.

IAG Wealth Partners first reported a position in MGEE in Q4 2019 and has held it in 26 quarters since. The position peaked at $83K in Q4 2019. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

IAG Wealth Partners held 528 shares of MGE Energy Inc worth $40.8K as of Q1 2026.
IAG Wealth Partners sold 39 MGE Energy Inc shares in Q1 2026, an estimated $3.07K.
MGE Energy Inc made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #228 holding.
IAG Wealth Partners first reported a position in MGE Energy Inc in Q4 2019 and has held it in 26 quarters since.
IAG Wealth Partners's MGE Energy Inc position peaked at $83K in Q4 2019.
317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.