IFP Advisors’s MGE Energy Inc MGEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $107K | Buy |
1,308
+382
| +41% | +$29.6K | ﹤0.01% | 1942 |
|
|
2026
Q1 | $71.6K | Buy |
926
+12
| +1% | +$945 | ﹤0.01% | 2049 |
|
|
2025
Q4 | $71.7K | Sell |
914
-36
| -4% | -$2.96K | ﹤0.01% | 1993 |
|
|
2025
Q3 | $80K | Buy |
950
+12
| +1% | +$1.02K | ﹤0.01% | 1825 |
|
|
2025
Q2 | $83K | Buy |
938
+33
| +4% | +$2.97K | ﹤0.01% | 1753 |
|
|
2025
Q1 | $84.1K | Buy |
905
+5
| +0.6% | +$455 | ﹤0.01% | 1624 |
|
|
2024
Q4 | $85.5K | Sell |
900
-5
| -0.6% | -$483 | ﹤0.01% | 1549 |
|
|
2024
Q3 | $82.8K | Hold |
905
| – | – | ﹤0.01% | 1491 |
|
|
2024
Q2 | $67.6K | Hold |
905
| – | – | ﹤0.01% | 1537 |
|
|
2024
Q1 | $71.2K | Hold |
905
| – | – | ﹤0.01% | 1443 |
|
|
2023
Q4 | $65.4K | Hold |
905
| – | – | ﹤0.01% | 1434 |
|
|
2023
Q3 | $62K | Hold |
905
| – | – | ﹤0.01% | 1464 |
|
|
2023
Q2 | $71.6K | Hold |
905
| – | – | ﹤0.01% | 1466 |
|
|
2023
Q1 | $53.1K | Hold |
905
| – | – | ﹤0.01% | 1545 |
|
|
2022
Q4 | $53K | Hold |
905
| – | – | ﹤0.01% | 2201 |
|
|
2022
Q3 | $53K | Hold |
905
| – | – | ﹤0.01% | 2320 |
|
|
2022
Q2 | $53K | Hold |
905
| – | – | ﹤0.01% | 2126 |
|
|
2022
Q1 | $53K | Hold |
905
| – | – | ﹤0.01% | 2126 |
|
|
2021
Q4 | $74K | Hold |
905
| – | – | ﹤0.01% | 1394 |
|
|
2021
Q3 | $67K | Hold |
905
| – | – | ﹤0.01% | 1467 |
|
|
2021
Q2 | $67K | Hold |
905
| – | – | ﹤0.01% | 1396 |
|
|
2021
Q1 | $65K | Hold |
905
| – | – | ﹤0.01% | 1345 |
|
|
2020
Q4 | $63K | Sell |
905
-295
| -25% | -$20.3K | ﹤0.01% | 1340 |
|
|
2020
Q3 | $75K | Sell |
1,200
-400
| -25% | -$25.9K | ﹤0.01% | 1128 |
|
|
2020
Q2 | $103K | Buy |
1,600
+400
| +33% | +$26.1K | 0.01% | 916 |
|
|
2020
Q1 | $77K | Hold |
1,200
| – | – | 0.01% | 946 |
|
|
2019
Q4 | $95K | Hold |
1,200
| – | – | 0.01% | 974 |
|
|
2019
Q3 | $95K | Buy |
+1,200
| New | +$89.8K | 0.01% | 1080 |
|
|
2019
Q1 | – | Sell |
-905
| Closed | -$54K | – | 2986 |
|
|
2018
Q4 | $54K | Hold |
905
| – | – | ﹤0.01% | 1564 |
|
|
2018
Q3 | $58K | Hold |
905
| – | – | ﹤0.01% | 1814 |
|
|
2018
Q2 | $57K | Sell |
905
-690
| -43% | -$40.2K | ﹤0.01% | 1841 |
|
|
2018
Q1 | $101K | Hold |
1,595
| – | – | ﹤0.01% | 1382 |
|
|
2017
Q4 | $101K | Sell |
1,595
-2,458
| -61% | -$160K | ﹤0.01% | 1394 |
|
|
2017
Q3 | $262K | Hold |
4,053
| – | – | 0.01% | 989 |
|
|
2017
Q2 | $261K | Hold |
4,053
| – | – | 0.01% | 981 |
|
|
2017
Q1 | $263K | Hold |
4,053
| – | – | 0.01% | 976 |
|
|
2016
Q4 | $265K | Buy |
4,053
+1,595
| +65% | +$95.3K | 0.01% | 908 |
|
|
2016
Q3 | $139K | Hold |
2,458
| – | – | 0.01% | 1178 |
|
|
2016
Q2 | $139K | Buy |
+2,458
| New | +$127K | 0.01% | 1159 |
|
|
2016
Q1 | – | Sell |
-2,987
| Closed | -$139K | – | 2980 |
|
|
2015
Q4 | $139K | Buy |
+2,987
| New | +$128K | 0.01% | 1004 |
|
Other funds holding MGEE
ZP
WHG
GF
IFP Advisors's MGEE Position: Q2 2026 in Review
IFP Advisors increased its MGE Energy Inc (MGEE) stake by 41% in Q2 2026, buying an estimated $29.6K and bringing the position to 1,308 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #1942.
IFP Advisors first reported a position in MGEE in Q4 2015 and has held it in 40 quarters since. The position peaked at $265K in Q4 2016. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.
- IFP Advisors held 1,308 shares of MGE Energy Inc worth $107K as of Q2 2026.
- IFP Advisors bought 382 MGE Energy Inc shares in Q2 2026, an estimated $29.6K.
- MGE Energy Inc made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1942 holding.
- IFP Advisors first reported a position in MGE Energy Inc in Q4 2015 and has held it in 40 quarters since.
- IFP Advisors's MGE Energy Inc position peaked at $265K in Q4 2016.
- 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.