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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Madison Wealth Partners's MGEE Position: Q1 2026 in Review

Madison Wealth Partners increased its MGE Energy Inc (MGEE) stake by 9.5% in Q1 2026, buying an estimated $216K and bringing the position to 31,731 shares worth $2.45M. The position accounts for 0.39% of the portfolio, ranked #41.

Madison Wealth Partners first reported a position in MGEE in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.91M in Q3 2024. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

  • Madison Wealth Partners held 31,731 shares of MGE Energy Inc worth $2.45M as of Q1 2026.
  • Madison Wealth Partners bought 2,746 MGE Energy Inc shares in Q1 2026, an estimated $216K.
  • MGE Energy Inc made up 0.39% of Madison Wealth Partners's portfolio in Q1 2026, its #41 holding.
  • Madison Wealth Partners first reported a position in MGE Energy Inc in Q4 2020 and has held it in 22 quarters since.
  • Madison Wealth Partners's MGE Energy Inc position peaked at $2.91M in Q3 2024.
  • 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.