IHT Wealth Management’s MGE Energy Inc MGEE Stock Holding History

IHT Wealth Management’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	$252K	Hold	3,088	–	–	0.01%	1085
2026 Q1	$239K	Hold	3,088	–	–	0.01%	1108
2025 Q4	$242K	Hold	3,088	–	–	0.01%	1050
2025 Q3	$260K	Hold	3,088	–	–	0.01%	995
2025 Q2	$273K	Hold	3,088	–	–	0.01%	927
2025 Q1	$287K	Hold	3,088	–	–	0.01%	875
2024 Q4	$290K	Buy	+3,088	New	+$298K	0.01%	864
2018 Q2	–	Sell	-150	Closed	-$8K	–	983
2018 Q1	$8K	Hold	150	–	–	﹤0.01%	1240
2017 Q4	$9K	Hold	150	–	–	﹤0.01%	1221
2017 Q3	$10K	Hold	150	–	–	﹤0.01%	969
2017 Q2	$1K	Buy	+150	New	+$9.79K	﹤0.01%	1329

Other funds holding MGEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

IHT Wealth Management's MGEE Position: Q2 2026 in Review

IHT Wealth Management held its MGE Energy Inc (MGEE) position steady in Q2 2026 at 3,088 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #1085.

IHT Wealth Management first reported a position in MGEE in Q2 2017 and has held it in 11 quarters since. The position peaked at $290K in Q4 2024. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

IHT Wealth Management held 3,088 shares of MGE Energy Inc worth $252K as of Q2 2026.
IHT Wealth Management left its MGE Energy Inc share count unchanged in Q2 2026.
MGE Energy Inc made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1085 holding.
IHT Wealth Management first reported a position in MGE Energy Inc in Q2 2017 and has held it in 11 quarters since.
IHT Wealth Management's MGE Energy Inc position peaked at $290K in Q4 2024.
337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.