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 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%	-$9.54K	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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

MBE Wealth Management's MGEE Position: Q2 2026 in Review

MBE Wealth Management increased its MGE Energy Inc (MGEE) stake by 0.13% in Q2 2026, buying an estimated $1.01K and bringing the position to 9,918 shares worth $809K. The position accounts for 0.28% of the portfolio, ranked #53.

MBE Wealth Management first reported a position in MGEE in Q4 2019 and has held it in 27 quarters since. The position peaked at $832K in Q3 2025. 92 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

MBE Wealth Management held 9,918 shares of MGE Energy Inc worth $809K as of Q2 2026.
MBE Wealth Management bought 13 MGE Energy Inc shares in Q2 2026, an estimated $1.01K.
MGE Energy Inc made up 0.28% of MBE Wealth Management's portfolio in Q2 2026, its #53 holding.
MBE Wealth Management first reported a position in MGE Energy Inc in Q4 2019 and has held it in 27 quarters since.
MBE Wealth Management's MGE Energy Inc position peaked at $832K in Q3 2025.
92 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.