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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
Q3 		– Sell
-1,500
Closed -$122K – 463
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

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

MJT & Associates Financial Advisory's MGEE Position: Q3 2026 in Review

MJT & Associates Financial Advisory sold out of MGE Energy Inc (MGEE) in Q3 2026, closing a stake of 1,500 shares — an estimated $122K sold.

MJT & Associates Financial Advisory first reported a position in MGEE in Q1 2025 and held it in 6 quarters. The position peaked at $139K in Q1 2025. 12 funds tracked by Wall St. Rank hold MGEE as of Q3 2026.

  • MJT & Associates Financial Advisory reported no remaining MGE Energy Inc position as of Q3 2026 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 1,500 MGE Energy Inc shares in Q3 2026, an estimated $122K.
  • MJT & Associates Financial Advisory first reported a position in MGE Energy Inc in Q1 2025 and held it in 6 quarters.
  • MJT & Associates Financial Advisory's MGE Energy Inc position peaked at $139K in Q1 2025.
  • 12 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.