Larson Financial Group’s MGE Energy Inc MGEE Stock Holding History

Larson Financial 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	$1.63K	Buy	20 +18	+900%	+$1.4K	﹤0.01%	3179
2026 Q1	$155	Sell	2 -24	-92%	-$1.89K	﹤0.01%	3482
2025 Q4	$2.04K	Buy	26 +24	+1,200%	+$1.97K	﹤0.01%	2780
2025 Q3	$168	Sell	2 -42	-95%	-$3.58K	﹤0.01%	3281
2025 Q2	$3.89K	Buy	44 +20	+83%	+$1.8K	﹤0.01%	2174
2025 Q1	$2.23K	Buy	24 +20	+500%	+$1.82K	﹤0.01%	2136
2024 Q4	$376	Hold	4	–	–	﹤0.01%	2275
2024 Q3	$366	Hold	4	–	–	﹤0.01%	2212
2024 Q2	$299	Buy	+4	New	+$312	﹤0.01%	1962

Other funds holding MGEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Larson Financial Group's MGEE Position: Q2 2026 in Review

Larson Financial Group increased its MGE Energy Inc (MGEE) stake by 900% in Q2 2026, buying an estimated $1.4K and bringing the position to 20 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #3179.

Larson Financial Group first reported a position in MGEE in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.89K in Q2 2025. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

Larson Financial Group held 20 shares of MGE Energy Inc worth $1.63K as of Q2 2026.
Larson Financial Group bought 18 MGE Energy Inc shares in Q2 2026, an estimated $1.4K.
MGE Energy Inc made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3179 holding.
Larson Financial Group first reported a position in MGE Energy Inc in Q2 2024 and has held it in 9 quarters since.
Larson Financial Group's MGE Energy Inc position peaked at $3.89K in Q2 2025.
337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.