Northwestern Mutual Wealth Management’s MGE Energy Inc MGEE Stock Holding History

Northwestern Mutual 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 Q1	$792K	Sell	10,241 -2,287	-18%	-$180K	﹤0.01%	1417
2025 Q4	$982K	Buy	12,528 +3,914	+45%	+$322K	﹤0.01%	1287
2025 Q3	$725K	Buy	8,614 +7	+0.1%	+$597	﹤0.01%	1343
2025 Q2	$761K	Sell	8,607 -557	-6%	-$50.1K	﹤0.01%	1243
2025 Q1	$852K	Buy	9,164 +713	+8%	+$64.9K	﹤0.01%	1164
2024 Q4	$794K	Buy	8,451 +124	+1%	+$12K	﹤0.01%	1148
2024 Q3	$762K	Sell	8,327 -389	-4%	-$33.3K	﹤0.01%	1156
2024 Q2	$651K	Buy	8,716 +94	+1%	+$7.34K	﹤0.01%	1160
2024 Q1	$679K	Sell	8,622 -389	-4%	-$27.3K	﹤0.01%	1140
2023 Q4	$652K	Sell	9,011 -5,531	-38%	-$400K	﹤0.01%	1112
2023 Q3	$996K	Buy	14,542 +5,260	+57%	+$399K	﹤0.01%	944
2023 Q2	$734K	Hold	9,282	–	–	﹤0.01%	1037
2023 Q1	$721K	Hold	9,282	–	–	﹤0.01%	1020
2022 Q4	$653K	Buy	9,282 +271	+3%	+$18.6K	﹤0.01%	1001
2022 Q3	$592K	Buy	9,011 +130	+1%	+$10.2K	﹤0.01%	978
2022 Q2	$692K	Sell	8,881 -817	-8%	-$65.1K	﹤0.01%	935
2022 Q1	$775K	Buy	9,698 +640	+7%	+$48.7K	﹤0.01%	930
2021 Q4	$745K	Hold	9,058	–	–	﹤0.01%	926
2021 Q3	$666K	Hold	9,058	–	–	﹤0.01%	887
2021 Q2	$674K	Sell	9,058 -3,451	-28%	-$257K	﹤0.01%	872
2021 Q1	$893K	Buy	12,509 +12,058	+2,674%	+$812K	﹤0.01%	746
2020 Q4	$32K	Buy	451 +251	+126%	+$17.3K	﹤0.01%	1788
2020 Q3	$13K	Sell	200 -633	-76%	-$41K	﹤0.01%	1918
2020 Q2	$54K	Hold	833	–	–	﹤0.01%	1420
2020 Q1	$55K	Sell	833 -1,375	-62%	-$103K	﹤0.01%	1349
2019 Q4	$174K	Sell	2,208 -4	-0.2%	-$308	﹤0.01%	1006
2019 Q3	$177K	Buy	2,212 +2,062	+1,375%	+$154K	﹤0.01%	940
2019 Q2	$11K	Sell	150 -2,212	-94%	-$152K	﹤0.01%	1924
2019 Q1	$161K	Hold	2,362	–	–	﹤0.01%	923
2018 Q4	$142K	Hold	2,362	–	–	﹤0.01%	884
2018 Q3	$151K	Sell	2,362 -1,001	-30%	-$64.9K	﹤0.01%	901
2018 Q2	$212K	Sell	3,363 -534	-14%	-$31.1K	﹤0.01%	758
2018 Q1	$219K	Sell	3,897 -2,086	-35%	-$119K	﹤0.01%	716
2017 Q4	$378K	Buy	5,983 +5	+0.1%	+$325	﹤0.01%	568
2017 Q3	$386K	Buy	5,978 +155	+3%	+$10K	﹤0.01%	529
2017 Q2	$375K	Buy	5,823 +4	+0.1%	+$261	﹤0.01%	536
2017 Q1	$378K	Buy	5,819 +4,365	+300%	+$276K	﹤0.01%	513
2016 Q4	$95K	Buy	+1,454	New	+$86.9K	﹤0.01%	836
2016 Q3	–	Sell	-998	Closed	-$56K	–	982
2016 Q2	$56K	Hold	998	–	–	﹤0.01%	879
2016 Q1	$52K	Buy	998 +21	+2%	+$1.03K	﹤0.01%	885
2015 Q4	$45K	Sell	977 -44	-4%	-$1.89K	﹤0.01%	813
2015 Q3	$42K	Buy	1,021 +46	+5%	+$1.82K	﹤0.01%	743
2015 Q2	$38K	Buy	+975	New	+$39.5K	﹤0.01%	731

Other funds holding MGEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Northwestern Mutual Wealth Management's MGEE Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its MGE Energy Inc (MGEE) stake by 18% in Q1 2026, selling an estimated $180K and leaving 10,241 shares worth $792K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Northwestern Mutual Wealth Management first reported a position in MGEE in Q2 2015 and has held it in 43 quarters since. The position peaked at $996K in Q3 2023. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

Northwestern Mutual Wealth Management held 10,241 shares of MGE Energy Inc worth $792K as of Q1 2026.
Northwestern Mutual Wealth Management sold 2,287 MGE Energy Inc shares in Q1 2026, an estimated $180K.
MGE Energy Inc made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1417 holding.
Northwestern Mutual Wealth Management first reported a position in MGE Energy Inc in Q2 2015 and has held it in 43 quarters since.
Northwestern Mutual Wealth Management's MGE Energy Inc position peaked at $996K in Q3 2023.
317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.