LRI Investments’s MGE Energy Inc MGEE Stock Holding History

LRI Investments’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	$163	Buy	+2	New	+$155	﹤0.01%	1778

Other funds holding MGEE

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

SOADOR

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

LRI Investments's MGEE Position: Q2 2026 in Review

LRI Investments opened a new position in MGE Energy Inc (MGEE) in Q2 2026: 2 shares worth $163. The stake represents ﹤0.01% of the portfolio and ranks #1778 among its holdings.

97 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

LRI Investments held 2 shares of MGE Energy Inc worth $163 as of Q2 2026.
MGE Energy Inc was a new LRI Investments position in Q2 2026.
MGE Energy Inc made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1778 holding.
97 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.