Next Level Wealth Planning’s MGE Energy Inc MGEE Stock Holding History

Next Level Wealth Planning’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	$13.9K	Buy	+200	New	+$15.7K	0.01%	304

Other funds holding MGEE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Next Level Wealth Planning's MGEE Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in MGE Energy Inc (MGEE) in Q3 2026: 200 shares worth $13.9K. The stake represents 0.01% of the portfolio and ranks #304 among its holdings.

136 funds tracked by Wall St. Rank hold MGEE as of Q3 2026.

Next Level Wealth Planning held 200 shares of MGE Energy Inc worth $13.9K as of Q3 2026.
MGE Energy Inc was a new Next Level Wealth Planning position in Q3 2026.
MGE Energy Inc made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #304 holding.
136 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.