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Private Wealth Management Group’s MGE Energy Inc MGEE Stock Holding History

Private Wealth Management Group’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
-86
Closed -$6.75K – 1512
2025
Q4 		$6.75K Hold
86
– – ﹤0.01% 658
2025
Q3 		$7.24K Hold
86
– – ﹤0.01% 639
2025
Q2 		$7.61K Hold
86
– – ﹤0.01% 585
2025
Q1 		$8K Hold
86
– – ﹤0.01% 547
2024
Q4 		$8.08K Hold
86
– – ﹤0.01% 558
2024
Q3 		$7.87K Hold
86
– – ﹤0.01% 538
2024
Q2 		$6.43K Buy
+86
New +$6.71K ﹤0.01% 609

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 $3.38T AUM 44.17% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Private Wealth Management Group's MGEE Position: Q1 2026 in Review

Private Wealth Management Group sold out of MGE Energy Inc (MGEE) in Q1 2026, closing a stake of 86 shares — an estimated $6.75K sold.

Private Wealth Management Group first reported a position in MGEE in Q2 2024 and held it in 7 quarters. The position peaked at $8.08K in Q4 2024. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

  • Private Wealth Management Group reported no remaining MGE Energy Inc position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 86 MGE Energy Inc shares in Q1 2026, an estimated $6.75K.
  • Private Wealth Management Group first reported a position in MGE Energy Inc in Q2 2024 and held it in 7 quarters.
  • Private Wealth Management Group's MGE Energy Inc position peaked at $8.08K in Q4 2024.
  • 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.