Resonant Capital Advisors’s MGE Energy Inc MGEE Stock Holding History

Resonant Capital 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 Q1	–	Sell	-4,960	Closed	-$389K	–	511
2025 Q4	$389K	Sell	4,960 -138	-3%	-$11.3K	0.02%	295
2025 Q3	$429K	Buy	+5,098	New	+$435K	0.03%	264
2020 Q3	–	Sell	-6,785	Closed	-$438K	–	170
2020 Q2	$438K	Hold	6,785	–	–	0.13%	112
2020 Q1	$444K	Hold	6,785	–	–	0.16%	134
2019 Q4	$535K	Buy	+6,785	New	+$523K	0.17%	141

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

Resonant Capital Advisors's MGEE Position: Q1 2026 in Review

Resonant Capital Advisors sold out of MGE Energy Inc (MGEE) in Q1 2026, closing a stake of 4,960 shares — an estimated $389K sold.

Resonant Capital Advisors first reported a position in MGEE in Q4 2019 and held it in 5 quarters. The position peaked at $535K in Q4 2019. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

Resonant Capital Advisors reported no remaining MGE Energy Inc position as of Q1 2026 after selling out during the quarter.
Resonant Capital Advisors sold 4,960 MGE Energy Inc shares in Q1 2026, an estimated $389K.
Resonant Capital Advisors first reported a position in MGE Energy Inc in Q4 2019 and held it in 5 quarters.
Resonant Capital Advisors's MGE Energy Inc position peaked at $535K in Q4 2019.
317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.