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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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 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. 68 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.
  • 68 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.