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Regal Investment Advisors’s MGE Energy Inc MGEE Stock Holding History

Regal Investment 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 		$911K Buy
11,174
+68
+0.6% +$5.27K 0.05% 338
2026
Q1 		$858K Buy
11,106
+71
+0.6% +$5.59K 0.05% 323
2025
Q4 		$865K Buy
11,035
+65
+0.6% +$5.34K 0.05% 311
2025
Q3 		$923K Buy
10,970
+61
+0.6% +$5.21K 0.06% 275
2025
Q2 		$965K Buy
10,909
+55
+0.5% +$4.95K 0.07% 243
2025
Q1 		$1.01M Buy
10,854
+52
+0.5% +$4.73K 0.08% 221
2024
Q4 		$1.01M Buy
10,802
+49
+0.5% +$4.73K 0.08% 223
2024
Q3 		$983K Buy
10,753
+54
+0.5% +$4.62K 0.07% 243
2024
Q2 		$799K Buy
10,699
+60
+0.6% +$4.68K 0.05% 287
2024
Q1 		$838K Buy
10,639
+59
+0.6% +$4.13K 0.06% 268
2023
Q4 		$765K Buy
10,580
+62
+0.6% +$4.49K 0.06% 260
2023
Q3 		$721K Buy
10,518
+62
+0.6% +$4.7K 0.06% 241
2023
Q2 		$827K Buy
10,456
+54
+0.5% +$4.15K 0.07% 221
2023
Q1 		$808K Buy
10,402
+59
+0.6% +$4.27K 0.07% 215
2022
Q4 		$728K Buy
10,343
+58
+0.6% +$3.98K 0.07% 222
2022
Q3 		$675K Buy
+10,285
New +$806K 0.07% 224
2015
Q4 		– Sell
-580
Closed -$23K – 640
2015
Q3 		$23K Hold
580
– – 0.01% 538
2015
Q2 		$22K Buy
+580
New +$23.5K 0.01% 542
2014
Q4 		– Sell
-882
Closed -$33K – 971
2014
Q3 		$33K Sell
882
-600
-40% -$23.4K 0.01% 475
2014
Q2 		$59K Hold
1,482
– – 0.02% 356
2014
Q1 		$58K Hold
1,482
– – 0.02% 327
2013
Q4 		$57K Hold
1,482
– – 0.03% 273
2013
Q3 		$54K Hold
1,482
– – 0.03% 290
2013
Q2 		$54K Buy
+1,482
New +$54.2K 0.03% 284

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

Regal Investment Advisors's MGEE Position: Q2 2026 in Review

Regal Investment Advisors increased its MGE Energy Inc (MGEE) stake by 0.61% in Q2 2026, buying an estimated $5.27K and bringing the position to 11,174 shares worth $911K. The position accounts for 0.05% of the portfolio, ranked #338.

Regal Investment Advisors first reported a position in MGEE in Q2 2013 and has held it in 24 quarters since. The position peaked at $1.01M in Q4 2024. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Regal Investment Advisors held 11,174 shares of MGE Energy Inc worth $911K as of Q2 2026.
  • Regal Investment Advisors bought 68 MGE Energy Inc shares in Q2 2026, an estimated $5.27K.
  • MGE Energy Inc made up 0.05% of Regal Investment Advisors's portfolio in Q2 2026, its #338 holding.
  • Regal Investment Advisors first reported a position in MGE Energy Inc in Q2 2013 and has held it in 24 quarters since.
  • Regal Investment Advisors's MGE Energy Inc position peaked at $1.01M in Q4 2024.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.