Mather Group
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Mather Group’s MGE Energy Inc MGEE Stock Holding History

Mather Group’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 		$1.67K Hold
24
– – ﹤0.01% 2084
2026
Q2 		$1.96K Sell
24
-41
-63% -$3.18K ﹤0.01% 1740
2026
Q1 		$5.02K Buy
+65
New +$5.12K ﹤0.01% 1576
2025
Q4 		– Sell
-72
Closed -$6.06K – 1260
2025
Q3 		$6.06K Buy
+72
New +$6.14K ﹤0.01% 1350
2025
Q2 		– Sell
-72
Closed -$6.69K – 1287
2025
Q1 		$6.69K Hold
72
– – ﹤0.01% 1349
2024
Q4 		$6.76K Buy
+72
New +$6.96K ﹤0.01% 1325

Other funds holding MGEE

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
FORM Wealth Advisors
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

Mather Group's MGEE Position: Q3 2026 in Review

Mather Group held its MGE Energy Inc (MGEE) position steady in Q3 2026 at 24 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #2084.

Mather Group first reported a position in MGEE in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.76K in Q4 2024. 51 funds tracked by Wall St. Rank hold MGEE as of Q3 2026.

  • Mather Group held 24 shares of MGE Energy Inc worth $1.67K as of Q3 2026.
  • Mather Group left its MGE Energy Inc share count unchanged in Q3 2026.
  • MGE Energy Inc made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #2084 holding.
  • Mather Group first reported a position in MGE Energy Inc in Q4 2024 and has held it in 6 quarters since.
  • Mather Group's MGE Energy Inc position peaked at $6.76K in Q4 2024.
  • 51 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.