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J.W. Cole Advisors’s MGE Energy Inc MGEE Stock Holding History

J.W. Cole Advisors’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 		$364K Buy
4,469
+9
+0.2% +$697 0.01% 1171
2026
Q1 		$345K Buy
4,460
+19
+0.4% +$1.5K 0.01% 593
2025
Q4 		$348K Buy
4,441
+169
+4% +$13.9K 0.01% 1039
2025
Q3 		$360K Buy
4,272
+1,217
+40% +$104K 0.01% 1128
2025
Q2 		$270K Buy
3,055
+110
+4% +$9.9K 0.01% 1192
2025
Q1 		$274K Buy
+2,945
New +$268K 0.01% 1014

Other funds holding MGEE

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

J.W. Cole Advisors's MGEE Position: Q2 2026 in Review

J.W. Cole Advisors increased its MGE Energy Inc (MGEE) stake by 0.2% in Q2 2026, buying an estimated $697 and bringing the position to 4,469 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #1171.

J.W. Cole Advisors first reported a position in MGEE in Q1 2025 and has held it in 6 quarters since. 96 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • J.W. Cole Advisors held 4,469 shares of MGE Energy Inc worth $364K as of Q2 2026.
  • J.W. Cole Advisors bought 9 MGE Energy Inc shares in Q2 2026, an estimated $697.
  • MGE Energy Inc made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1171 holding.
  • J.W. Cole Advisors first reported a position in MGE Energy Inc in Q1 2025 and has held it in 6 quarters since.
  • 96 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.