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Parkworth Wealth Management’s MGE Energy Inc MGEE Stock Holding History

Parkworth 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
2025
Q2 		$88 Hold
1
– – ﹤0.01% 1166
2025
Q1 		$93 Hold
1
– – ﹤0.01% 962
2024
Q4 		$94 Buy
+1
New +$97 ﹤0.01% 995

Other funds holding MGEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Parkworth Wealth Management's MGEE Position: Q2 2025 in Review

Parkworth Wealth Management held its MGE Energy Inc (MGEE) position steady in Q2 2025 at 1 share worth $88. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

Parkworth Wealth Management first reported a position in MGEE in Q4 2024 and has held it in 3 quarters since. The position peaked at $94 in Q4 2024. 295 funds tracked by Wall St. Rank hold MGEE as of Q2 2025.

  • Parkworth Wealth Management held 1 share of MGE Energy Inc worth $88 as of Q2 2025.
  • Parkworth Wealth Management left its MGE Energy Inc share count unchanged in Q2 2025.
  • MGE Energy Inc made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1166 holding.
  • Parkworth Wealth Management first reported a position in MGE Energy Inc in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's MGE Energy Inc position peaked at $94 in Q4 2024.
  • 295 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.