Red Tortoise LLC’s MGE Energy Inc MGEE Stock Holding History

Red Tortoise LLC’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	-26	Closed	-$2.04K	–	605
2025 Q4	$2.04K	Buy	+26	New	+$2.14K	﹤0.01%	554

Other funds holding MGEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Red Tortoise LLC's MGEE Position: Q1 2026 in Review

Red Tortoise LLC sold out of MGE Energy Inc (MGEE) in Q1 2026, closing a stake of 26 shares — an estimated $2.04K sold.

Red Tortoise LLC first reported a position in MGEE in Q4 2025 and held it in 1 quarter. The position peaked at $2.04K in Q4 2025. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

Red Tortoise LLC reported no remaining MGE Energy Inc position as of Q1 2026 after selling out during the quarter.
Red Tortoise LLC sold 26 MGE Energy Inc shares in Q1 2026, an estimated $2.04K.
Red Tortoise LLC first reported a position in MGE Energy Inc in Q4 2025 and held it in 1 quarter.
Red Tortoise LLC's MGE Energy Inc position peaked at $2.04K in Q4 2025.
317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.