LPL Financial
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LPL Financial’s MGE Energy Inc MGEE Stock Holding History

LPL Financial’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 		$1.13M Sell
13,904
-6,521
-32% -$505K ﹤0.01% 4317
2026
Q1 		$1.58M Sell
20,425
-753
-4% -$59.3K ﹤0.01% 3727
2025
Q4 		$1.66M Buy
21,178
+159
+0.8% +$13.1K ﹤0.01% 3570
2025
Q3 		$1.77M Sell
21,019
-4,073
-16% -$348K ﹤0.01% 3429
2025
Q2 		$2.22M Buy
25,092
+787
+3% +$70.8K ﹤0.01% 3027
2025
Q1 		$2.26M Buy
24,305
+1,038
+4% +$94.4K ﹤0.01% 2837
2024
Q4 		$2.19M Sell
23,267
-127
-0.5% -$12.3K ﹤0.01% 2773
2024
Q3 		$2.14M Buy
23,394
+3,600
+18% +$308K ﹤0.01% 2666
2024
Q2 		$1.48M Buy
19,794
+605
+3% +$47.2K ﹤0.01% 2886
2024
Q1 		$1.51M Sell
19,189
-2,659
-12% -$186K ﹤0.01% 2798
2023
Q4 		$1.58M Sell
21,848
-516
-2% -$37.3K ﹤0.01% 2640
2023
Q3 		$1.53M Buy
22,364
+1,477
+7% +$112K ﹤0.01% 2537
2023
Q2 		$1.65M Buy
20,887
+1,323
+7% +$102K ﹤0.01% 2416
2023
Q1 		$1.52M Buy
19,564
+1,701
+10% +$123K ﹤0.01% 2385
2022
Q4 		$1.26M Buy
17,863
+6,289
+54% +$432K ﹤0.01% 2463
2022
Q3 		$760K Buy
11,574
+456
+4% +$35.7K ﹤0.01% 2753
2022
Q2 		$865K Buy
11,118
+874
+9% +$69.7K ﹤0.01% 2694
2022
Q1 		$817K Buy
10,244
+85
+0.8% +$6.46K ﹤0.01% 2783
2021
Q4 		$836K Buy
10,159
+992
+11% +$76.2K ﹤0.01% 2820
2021
Q3 		$674K Sell
9,167
-5,429
-37% -$425K ﹤0.01% 2946
2021
Q2 		$1.09M Buy
14,596
+614
+4% +$45.8K ﹤0.01% 2491
2021
Q1 		$998K Buy
13,982
+805
+6% +$54.2K ﹤0.01% 2388
2020
Q4 		$923K Buy
13,177
+101
+0.8% +$6.97K ﹤0.01% 2256
2020
Q3 		$819K Buy
13,076
+927
+8% +$60.1K ﹤0.01% 2098
2020
Q2 		$784K Sell
12,149
-813
-6% -$53.1K ﹤0.01% 2031
2020
Q1 		$849K Sell
12,962
-262
-2% -$19.5K ﹤0.01% 1732
2019
Q4 		$1.04M Buy
13,224
+5
+0% +$385 ﹤0.01% 1808
2019
Q3 		$1.06M Sell
13,219
-3,747
-22% -$280K ﹤0.01% 1693
2019
Q2 		$1.24M Sell
16,966
-348
-2% -$23.9K ﹤0.01% 1581
2019
Q1 		$1.18M Buy
17,314
+24
+0.1% +$1.53K ﹤0.01% 1550
2018
Q4 		$1.04M Sell
17,290
-91
-0.5% -$5.8K ﹤0.01% 1511
2018
Q3 		$1.11M Sell
17,381
-21
-0.1% -$1.36K ﹤0.01% 1596
2018
Q2 		$1.1M Buy
17,402
+159
+0.9% +$9.27K ﹤0.01% 1564
2018
Q1 		$967K Buy
17,243
+3,298
+24% +$188K ﹤0.01% 1624
2017
Q4 		$880K Hold
13,945
– – ﹤0.01% 1616
2017
Q3 		$901K Hold
13,945
– – ﹤0.01% 1519
2017
Q2 		$897K Buy
13,945
+5,244
+60% +$342K ﹤0.01% 1445
2017
Q1 		$560K Hold
8,701
– – ﹤0.01% 1710
2016
Q4 		$557K Sell
8,701
-1,293
-13% -$77.3K ﹤0.01% 1661
2016
Q3 		$543K Buy
9,994
+892
+10% +$50.2K 0.01% 1636
2016
Q2 		$520K Buy
+9,102
New +$471K ﹤0.01% 1634

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

LPL Financial's MGEE Position: Q2 2026 in Review

LPL Financial reduced its MGE Energy Inc (MGEE) stake by 32% in Q2 2026, selling an estimated $505K and leaving 13,904 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #4317.

LPL Financial first reported a position in MGEE in Q2 2016 and has held it in 41 quarters since. The position peaked at $2.26M in Q1 2025. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • LPL Financial held 13,904 shares of MGE Energy Inc worth $1.13M as of Q2 2026.
  • LPL Financial sold 6,521 MGE Energy Inc shares in Q2 2026, an estimated $505K.
  • MGE Energy Inc made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4317 holding.
  • LPL Financial first reported a position in MGE Energy Inc in Q2 2016 and has held it in 41 quarters since.
  • LPL Financial's MGE Energy Inc position peaked at $2.26M in Q1 2025.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.