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Independent Advisor Alliance’s MGE Energy Inc MGEE Stock Holding History

Independent Advisor Alliance’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 		$540K Buy
6,622
+369
+6% +$28.6K 0.01% 641
2026
Q1 		$483K Sell
6,253
-18
-0.3% -$1.42K 0.01% 1120
2025
Q4 		$492K Buy
6,271
+4
+0.1% +$329 0.01% 655
2025
Q3 		$528K Sell
6,267
-13
-0.2% -$1.11K 0.01% 605
2025
Q2 		$555K Sell
6,280
-13
-0.2% -$1.17K 0.02% 554
2025
Q1 		$585K Buy
6,293
+37
+0.6% +$3.37K 0.02% 493
2024
Q4 		$588K Buy
6,256
+3
+0% +$290 0.01% 905
2024
Q3 		$572K Sell
6,253
-461
-7% -$39.4K 0.02% 434
2024
Q2 		$502K Buy
6,714
+1
+0% +$78 0.02% 465
2024
Q1 		$528K Hold
6,713
– – 0.02% 443
2023
Q4 		$485K Sell
6,713
-826
-11% -$59.8K 0.02% 447
2023
Q3 		$516K Buy
7,539
+123
+2% +$9.33K 0.02% 407
2023
Q2 		$587K Hold
7,416
– – 0.03% 399
2023
Q1 		$576K Sell
7,416
-2,815
-28% -$204K 0.03% 391
2022
Q4 		$720 Buy
10,231
+2,458
+32% +$169K ﹤0.01% 320
2022
Q3 		$510K Hold
7,773
– – 0.03% 369
2022
Q2 		$605K Buy
7,773
+1,282
+20% +$102K 0.03% 338
2022
Q1 		$518K Hold
6,491
– – 0.02% 385
2021
Q4 		$534K Sell
6,491
-373
-5% -$28.6K 0.03% 382
2021
Q3 		$505K Sell
6,864
-2,092
-23% -$164K 0.03% 379
2021
Q2 		$667K Buy
8,956
+132
+1% +$9.84K 0.04% 327
2021
Q1 		$630K Hold
8,824
– – 0.04% 327
2020
Q4 		$618K Sell
8,824
-2,115
-19% -$146K 0.04% 307
2020
Q3 		$685K Hold
10,939
– – 0.05% 237
2020
Q2 		$706K Sell
10,939
-3,753
-26% -$245K 0.08% 207
2020
Q1 		$962K Hold
14,692
– – 0.14% 125
2019
Q4 		$1.16M Hold
14,692
– – 0.05% 333
2019
Q3 		$1.17M Hold
14,692
– – 0.14% 138
2019
Q2 		$1.07M Hold
14,692
– – 0.16% 134
2019
Q1 		$999K Buy
+14,692
New +$935K 0.14% 141

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 $3.38T AUM 44.17% 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

Independent Advisor Alliance's MGEE Position: Q2 2026 in Review

Independent Advisor Alliance increased its MGE Energy Inc (MGEE) stake by 5.9% in Q2 2026, buying an estimated $28.6K and bringing the position to 6,622 shares worth $540K. The position accounts for 0.01% of the portfolio, ranked #641.

Independent Advisor Alliance first reported a position in MGEE in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.17M in Q3 2019. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Independent Advisor Alliance held 6,622 shares of MGE Energy Inc worth $540K as of Q2 2026.
  • Independent Advisor Alliance bought 369 MGE Energy Inc shares in Q2 2026, an estimated $28.6K.
  • MGE Energy Inc made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #641 holding.
  • Independent Advisor Alliance first reported a position in MGE Energy Inc in Q1 2019 and has held it in 30 quarters since.
  • Independent Advisor Alliance's MGE Energy Inc position peaked at $1.17M in Q3 2019.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.