Marquette Asset Management’s MGE Energy Inc MGEE Stock Holding History

Marquette Asset Management’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 Q3	$834	Buy	+12	New	+$944	﹤0.01%	675

Other funds holding MGEE

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Marquette Asset Management's MGEE Position: Q3 2026 in Review

Marquette Asset Management opened a new position in MGE Energy Inc (MGEE) in Q3 2026: 12 shares worth $834. The stake represents ﹤0.01% of the portfolio and ranks #675 among its holdings.

12 funds tracked by Wall St. Rank hold MGEE as of Q3 2026.

Marquette Asset Management held 12 shares of MGE Energy Inc worth $834 as of Q3 2026.
MGE Energy Inc was a new Marquette Asset Management position in Q3 2026.
MGE Energy Inc made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #675 holding.
12 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.