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Integrated Wealth Concepts’s MGE Energy Inc MGEE Stock Holding History

Integrated Wealth Concepts’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 		$191K Buy
+2,344
New +$182K ﹤0.01% 2362

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

Integrated Wealth Concepts's MGEE Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in MGE Energy Inc (MGEE) in Q2 2026: 2,344 shares worth $191K. The stake represents ﹤0.01% of the portfolio and ranks #2362 among its holdings.

337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Integrated Wealth Concepts held 2,344 shares of MGE Energy Inc worth $191K as of Q2 2026.
  • MGE Energy Inc was a new Integrated Wealth Concepts position in Q2 2026.
  • MGE Energy Inc made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2362 holding.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.