MBE Wealth Management
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MBE Wealth Management’s MGE Energy Inc MGEE Stock Holding History

MBE Wealth 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 		$706K Buy
10,168
+250
+3% +$19.7K 0.25% 59
2026
Q2 		$809K Buy
9,918
+13
+0.1% +$1.01K 0.28% 53
2026
Q1 		$766K Buy
9,905
+14
+0.1% +$1.1K 0.32% 43
2025
Q4 		$776K Buy
9,891
+13
+0.1% +$1.07K 0.32% 43
2025
Q3 		$832K Buy
9,878
+1,404
+17% +$120K 0.36% 41
2025
Q2 		$749K Sell
8,474
-106
-1% -$9.5K 0.33% 41
2025
Q1 		$798K Buy
8,580
+290
+3% +$26.4K 0.38% 38
2024
Q4 		$779K Sell
8,290
-586
-7% -$56.6K 0.44% 32
2024
Q3 		$812K Buy
8,876
+8
+0.1% +$684 0.45% 33
2024
Q2 		$663K Buy
8,868
+9
+0.1% +$703 0.4% 36
2024
Q1 		$697K Buy
8,859
+2,054
+30% +$144K 0.43% 37
2023
Q4 		$492K Buy
6,805
+398
+6% +$28.8K 0.25% 47
2023
Q3 		$439K Hold
6,407
– – 0.25% 46
2023
Q2 		$507K Buy
6,407
+9
+0.1% +$691 0.27% 40
2023
Q1 		$497K Buy
6,398
+9
+0.1% +$652 0.29% 37
2022
Q4 		$450K Buy
6,389
+1,834
+40% +$126K 0.29% 36
2022
Q3 		$299K Buy
4,555
+8
+0.2% +$627 0.22% 45
2022
Q2 		$354K Buy
4,547
+8
+0.2% +$638 0.25% 38
2022
Q1 		$362K Buy
4,539
+426
+10% +$32.4K 0.22% 40
2021
Q4 		$338K Buy
4,113
+6
+0.1% +$461 0.17% 41
2021
Q3 		$302K Buy
4,107
+983
+31% +$76.9K 0.15% 41
2021
Q2 		$233K Buy
3,124
+1
+0% +$75 0.12% 49
2021
Q1 		$223K Buy
3,123
+1
+0% +$67 0.12% 50
2020
Q4 		$218K Buy
3,122
+1
+0% +$69 0.15% 50
2020
Q3 		$201K Hold
3,121
– – 0.17% 47
2020
Q2 		$201K Buy
3,121
+1
+0% +$65 0.17% 47
2020
Q1 		$204K Buy
3,120
+1
+0% +$75 0.19% 35
2019
Q4 		$245K Buy
+3,119
New +$240K 0.25% 33

Other funds holding MGEE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

MBE Wealth Management's MGEE Position: Q3 2026 in Review

MBE Wealth Management increased its MGE Energy Inc (MGEE) stake by 2.5% in Q3 2026, buying an estimated $19.7K and bringing the position to 10,168 shares worth $706K. The position accounts for 0.25% of the portfolio, ranked #59.

MBE Wealth Management first reported a position in MGEE in Q4 2019 and has held it in 28 quarters since. The position peaked at $832K in Q3 2025. 147 funds tracked by Wall St. Rank hold MGEE as of Q3 2026.

  • MBE Wealth Management held 10,168 shares of MGE Energy Inc worth $706K as of Q3 2026.
  • MBE Wealth Management bought 250 MGE Energy Inc shares in Q3 2026, an estimated $19.7K.
  • MGE Energy Inc made up 0.25% of MBE Wealth Management's portfolio in Q3 2026, its #59 holding.
  • MBE Wealth Management first reported a position in MGE Energy Inc in Q4 2019 and has held it in 28 quarters since.
  • MBE Wealth Management's MGE Energy Inc position peaked at $832K in Q3 2025.
  • 147 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.