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Keating Financial Advisory Services’s MGE Energy Inc MGEE Stock Holding History

Keating Financial Advisory Services’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 		$2.85K Buy
35
+21
+150% +$1.63K ﹤0.01% 1804
2026
Q1 		$1.08K Buy
14
+9
+180% +$709 ﹤0.01% 2062
2025
Q4 		$392 Buy
+5
New +$411 ﹤0.01% 1986

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

Keating Financial Advisory Services's MGEE Position: Q2 2026 in Review

Keating Financial Advisory Services increased its MGE Energy Inc (MGEE) stake by 150% in Q2 2026, buying an estimated $1.63K and bringing the position to 35 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

Keating Financial Advisory Services first reported a position in MGEE in Q4 2025 and has held it in 3 quarters since. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Keating Financial Advisory Services held 35 shares of MGE Energy Inc worth $2.85K as of Q2 2026.
  • Keating Financial Advisory Services bought 21 MGE Energy Inc shares in Q2 2026, an estimated $1.63K.
  • MGE Energy Inc made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1804 holding.
  • Keating Financial Advisory Services first reported a position in MGE Energy Inc in Q4 2025 and has held it in 3 quarters since.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.