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MJT & Associates Financial Advisory’s MGE Energy Inc MGEE Stock Holding History

MJT & Associates Financial Advisory’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 		$122K Hold
1,500
– – 0.08% 59
2026
Q1 		$116K Hold
1,500
– – 0.09% 58
2025
Q4 		$118K Hold
1,500
– – 0.09% 56
2025
Q3 		$126K Hold
1,500
– – 0.1% 51
2025
Q2 		$133K Hold
1,500
– – 0.16% 60
2025
Q1 		$139K Buy
+1,500
New +$136K 0.13% 66

Other funds holding MGEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

MJT & Associates Financial Advisory's MGEE Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its MGE Energy Inc (MGEE) position steady in Q2 2026 at 1,500 shares worth $122K. The position accounts for 0.08% of the portfolio, ranked #59.

MJT & Associates Financial Advisory first reported a position in MGEE in Q1 2025 and has held it in 6 quarters since. The position peaked at $139K in Q1 2025. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • MJT & Associates Financial Advisory held 1,500 shares of MGE Energy Inc worth $122K as of Q2 2026.
  • MJT & Associates Financial Advisory left its MGE Energy Inc share count unchanged in Q2 2026.
  • MGE Energy Inc made up 0.08% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #59 holding.
  • MJT & Associates Financial Advisory first reported a position in MGE Energy Inc in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's MGE Energy Inc position peaked at $139K in Q1 2025.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.