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Oak Wealth Advisors’s MGE Energy Inc MGEE Stock Holding History

Oak Wealth Advisors’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 		– Sell
-2,799
Closed -$219K – 59
2025
Q4 		$219K Hold
2,799
– – 0.13% 57
2025
Q3 		$236K Sell
2,799
-922
-25% -$78.7K 0.14% 56
2025
Q2 		$329K Buy
+3,721
New +$335K 0.21% 47

Other funds holding MGEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Oak Wealth Advisors's MGEE Position: Q1 2026 in Review

Oak Wealth Advisors sold out of MGE Energy Inc (MGEE) in Q1 2026, closing a stake of 2,799 shares — an estimated $219K sold.

Oak Wealth Advisors first reported a position in MGEE in Q2 2025 and held it in 3 quarters. The position peaked at $329K in Q2 2025. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

  • Oak Wealth Advisors reported no remaining MGE Energy Inc position as of Q1 2026 after selling out during the quarter.
  • Oak Wealth Advisors sold 2,799 MGE Energy Inc shares in Q1 2026, an estimated $219K.
  • Oak Wealth Advisors first reported a position in MGE Energy Inc in Q2 2025 and held it in 3 quarters.
  • Oak Wealth Advisors's MGE Energy Inc position peaked at $329K in Q2 2025.
  • 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Oak Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.