Kerntke Otto McGlone Wealth Management Group’s MGE Energy Inc MGEE Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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	$200K	Buy	+2,459	New	+$191K	0.12%	95
2026 Q1	–	Sell	-2,566	Closed	-$201K	–	92
2025 Q4	$201K	Sell	2,566 -23	-0.9%	-$1.89K	0.14%	84
2025 Q3	$218K	Sell	2,589 -26	-1%	-$2.22K	0.16%	80
2025 Q2	$231K	Sell	2,615 -92	-3%	-$8.28K	0.18%	77
2025 Q1	$252K	Sell	2,707 -306	-10%	-$27.8K	0.22%	70
2024 Q4	$283K	Buy	3,013 +9	+0.3%	+$869	0.21%	62
2024 Q3	$275K	Sell	3,004 -597	-17%	-$51K	0.23%	63
2024 Q2	$269K	Buy	+3,601	New	+$281K	0.25%	58

Other funds holding MGEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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 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

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's MGEE Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group opened a new position in MGE Energy Inc (MGEE) in Q2 2026: 2,459 shares worth $200K. The stake represents 0.12% of the portfolio and ranks #95 among its holdings. This is a return to the name: Kerntke Otto McGlone Wealth Management Group previously reported a position in MGEE as recently as Q4 2025.

Kerntke Otto McGlone Wealth Management Group first reported a position in MGEE in Q2 2024 and has held it in 8 quarters since. The position peaked at $283K in Q4 2024. 60 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

Kerntke Otto McGlone Wealth Management Group held 2,459 shares of MGE Energy Inc worth $200K as of Q2 2026.
MGE Energy Inc was a new Kerntke Otto McGlone Wealth Management Group position in Q2 2026.
MGE Energy Inc made up 0.12% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #95 holding.
Kerntke Otto McGlone Wealth Management Group first reported a position in MGE Energy Inc in Q2 2024 and has held it in 8 quarters since.
Kerntke Otto McGlone Wealth Management Group's MGE Energy Inc position peaked at $283K in Q4 2024.
60 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.