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Institute for Wealth Management’s MGE Energy Inc MGEE Stock Holding History

Institute for 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 		$198K Sell
2,430
-618
-20% -$47.9K 0.02% 519
2026
Q1 		$236K Sell
3,048
-114
-4% -$8.98K 0.03% 483
2025
Q4 		$248K Sell
3,162
-339
-10% -$27.9K 0.03% 488
2025
Q3 		$295K Buy
+3,501
New +$299K 0.03% 454

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 $3.37T AUM 44.26% 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

Institute for Wealth Management's MGEE Position: Q2 2026 in Review

Institute for Wealth Management reduced its MGE Energy Inc (MGEE) stake by 20% in Q2 2026, selling an estimated $47.9K and leaving 2,430 shares worth $198K. The position accounts for 0.02% of the portfolio, ranked #519.

Institute for Wealth Management first reported a position in MGEE in Q3 2025 and has held it in 4 quarters since. The position peaked at $295K in Q3 2025. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Institute for Wealth Management held 2,430 shares of MGE Energy Inc worth $198K as of Q2 2026.
  • Institute for Wealth Management sold 618 MGE Energy Inc shares in Q2 2026, an estimated $47.9K.
  • MGE Energy Inc made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #519 holding.
  • Institute for Wealth Management first reported a position in MGE Energy Inc in Q3 2025 and has held it in 4 quarters since.
  • Institute for Wealth Management's MGE Energy Inc position peaked at $295K in Q3 2025.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.