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

Physician 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
Q2 		$571 Buy
+7
New +$542 ﹤0.01% 2046
2025
Q2 		– Sell
-11
Closed -$1.02K – 1910
2025
Q1 		$1.02K Buy
+11
New +$1K ﹤0.01% 1038

Other funds holding MGEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Physician Wealth Advisors's MGEE Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in MGE Energy Inc (MGEE) in Q2 2026: 7 shares worth $571. The stake represents ﹤0.01% of the portfolio and ranks #2046 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in MGEE as recently as Q1 2025.

Physician Wealth Advisors first reported a position in MGEE in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.02K in Q1 2025. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Physician Wealth Advisors held 7 shares of MGE Energy Inc worth $571 as of Q2 2026.
  • MGE Energy Inc was a new Physician Wealth Advisors position in Q2 2026.
  • MGE Energy Inc made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2046 holding.
  • Physician Wealth Advisors first reported a position in MGE Energy Inc in Q1 2025 and has held it in 2 quarters since.
  • Physician Wealth Advisors's MGE Energy Inc position peaked at $1.02K in Q1 2025.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.