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Madison Wealth Partners’s MGE Energy Inc MGEE Stock Holding History

Madison Wealth Partners’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 		$2.59M Buy
31,812
+81
+0.3% +$6.28K 0.33% 44
2026
Q1 		$2.45M Buy
31,731
+2,746
+9% +$216K 0.39% 41
2025
Q4 		$2.27M Sell
28,985
-543
-2% -$44.6K 0.41% 38
2025
Q3 		$2.49M Buy
29,528
+4
+0% +$341 0.49% 32
2025
Q2 		$2.61M Buy
29,524
+294
+1% +$26.5K 0.57% 27
2025
Q1 		$2.72M Sell
29,230
-1,267
-4% -$115K 0.67% 25
2024
Q4 		$2.87M Sell
30,497
-1,312
-4% -$127K 0.8% 23
2024
Q3 		$2.91M Buy
31,809
+503
+2% +$43K 0.86% 22
2024
Q2 		$2.34M Buy
31,306
+1,641
+6% +$128K 0.8% 22
2024
Q1 		$2.34M Buy
29,665
+909
+3% +$63.7K 0.84% 22
2023
Q4 		$2.08M Sell
28,756
-515
-2% -$37.3K 0.82% 22
2023
Q3 		$2.01M Sell
29,271
-875
-3% -$66.4K 1.01% 18
2023
Q2 		$2.38M Buy
30,146
+55
+0.2% +$4.22K 1.11% 18
2023
Q1 		$2.34M Sell
30,091
-219
-0.7% -$15.9K 1.18% 17
2022
Q4 		$2.13M Sell
30,310
-123
-0.4% -$8.45K 1.25% 16
2022
Q3 		$2M Buy
30,433
+273
+0.9% +$21.4K 1.31% 15
2022
Q2 		$2.35M Buy
30,160
+48
+0.2% +$3.83K 1.49% 15
2022
Q1 		$2.4M Buy
30,112
+399
+1% +$30.3K 1.34% 15
2021
Q4 		$2.44M Buy
29,713
+1,166
+4% +$89.5K 1.23% 16
2021
Q3 		$2.1M Buy
28,547
+167
+0.6% +$13.1K 1.18% 16
2021
Q2 		$2.11M Buy
28,380
+4,953
+21% +$369K 1.21% 16
2021
Q1 		$1.64M Hold
23,427
– – 1.15% 15
2020
Q4 		$1.64M Buy
+23,427
New +$1.62M 1.1% 16

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 $3.38T AUM 44.17% 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

Madison Wealth Partners's MGEE Position: Q2 2026 in Review

Madison Wealth Partners increased its MGE Energy Inc (MGEE) stake by 0.26% in Q2 2026, buying an estimated $6.28K and bringing the position to 31,812 shares worth $2.59M. The position accounts for 0.33% of the portfolio, ranked #44.

Madison Wealth Partners first reported a position in MGEE in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.91M in Q3 2024. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Madison Wealth Partners held 31,812 shares of MGE Energy Inc worth $2.59M as of Q2 2026.
  • Madison Wealth Partners bought 81 MGE Energy Inc shares in Q2 2026, an estimated $6.28K.
  • MGE Energy Inc made up 0.33% of Madison Wealth Partners's portfolio in Q2 2026, its #44 holding.
  • Madison Wealth Partners first reported a position in MGE Energy Inc in Q4 2020 and has held it in 23 quarters since.
  • Madison Wealth Partners's MGE Energy Inc position peaked at $2.91M in Q3 2024.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.