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JFS Wealth Advisors’s MGE Energy Inc MGEE Stock Holding History

JFS Wealth 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 		$1.47K Hold
18
– – ﹤0.01% 1699
2026
Q1 		$1.39K Sell
18
-9
-33% -$709 ﹤0.01% 1598
2025
Q4 		$2.12K Buy
27
+8
+42% +$658 ﹤0.01% 1531
2025
Q3 		$1.6K Hold
19
– – ﹤0.01% 1496
2025
Q2 		$1.68K Sell
19
-4
-17% -$360 ﹤0.01% 1436
2025
Q1 		$2.14K Hold
23
– – ﹤0.01% 1444
2024
Q4 		$2.16K Buy
23
+4
+21% +$386 ﹤0.01% 1446
2024
Q3 		$1.74K Buy
19
+1
+6% +$85 ﹤0.01% 1551
2024
Q2 		$1.34K Hold
18
– – ﹤0.01% 1580
2024
Q1 		$1.42K Sell
18
-4
-18% -$280 ﹤0.01% 1563
2023
Q4 		$1.59K Buy
22
+9
+69% +$651 ﹤0.01% 1523
2023
Q3 		$891 Sell
13
-7
-35% -$531 ﹤0.01% 1625
2023
Q2 		$1.58K Sell
20
-2
-9% -$154 ﹤0.01% 1468
2023
Q1 		$1.71K Buy
22
+6
+38% +$435 ﹤0.01% 1422
2022
Q4 		$1.13K Sell
16
-1
-6% -$69 ﹤0.01% 1570
2022
Q3 		$1K Sell
17
-6
-26% -$470 ﹤0.01% 1590
2022
Q2 		$2K Buy
23
+7
+44% +$558 ﹤0.01% 1346
2022
Q1 		$1K Buy
16
+9
+129% +$684 ﹤0.01% 1681
2021
Q4 		$1K Buy
+7
New +$538 ﹤0.01% 1452

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

JFS Wealth Advisors's MGEE Position: Q2 2026 in Review

JFS Wealth Advisors held its MGE Energy Inc (MGEE) position steady in Q2 2026 at 18 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

JFS Wealth Advisors first reported a position in MGEE in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.16K in Q4 2024. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • JFS Wealth Advisors held 18 shares of MGE Energy Inc worth $1.47K as of Q2 2026.
  • JFS Wealth Advisors left its MGE Energy Inc share count unchanged in Q2 2026.
  • MGE Energy Inc made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1699 holding.
  • JFS Wealth Advisors first reported a position in MGE Energy Inc in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's MGE Energy Inc position peaked at $2.16K in Q4 2024.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.