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Kestra Investment Management’s MGE Energy Inc MGEE Stock Holding History

Kestra Investment Management’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
2025
Q3 		– Sell
-620
Closed -$56.2K – 788
2025
Q2 		$56.2K Buy
620
+310
+100% +$27.9K ﹤0.01% 552
2025
Q1 		$28.8K Buy
+310
New +$28.2K ﹤0.01% 520

Other funds holding MGEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kestra Investment Management's MGEE Position: Q3 2025 in Review

Kestra Investment Management sold out of MGE Energy Inc (MGEE) in Q3 2025, closing a stake of 620 shares — an estimated $56.2K sold.

Kestra Investment Management first reported a position in MGEE in Q1 2025 and held it in 2 quarters. The position peaked at $56.2K in Q2 2025. 304 funds tracked by Wall St. Rank hold MGEE as of Q3 2025.

  • Kestra Investment Management reported no remaining MGE Energy Inc position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 620 MGE Energy Inc shares in Q3 2025, an estimated $56.2K.
  • Kestra Investment Management first reported a position in MGE Energy Inc in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's MGE Energy Inc position peaked at $56.2K in Q2 2025.
  • 304 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.