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Rialto Wealth Management’s MGE Energy Inc MGEE Stock Holding History

Rialto Wealth Management’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 		$327 Hold
4
– – ﹤0.01% 1802
2026
Q1 		$310 Buy
4
+1
+33% +$79 ﹤0.01% 1531
2025
Q4 		$236 Sell
3
-4
-57% -$329 ﹤0.01% 1487
2025
Q3 		$590 Buy
7
+6
+600% +$512 ﹤0.01% 1139
2025
Q2 		$89 Buy
+1
New +$90 ﹤0.01% 1551

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

Rialto Wealth Management's MGEE Position: Q2 2026 in Review

Rialto Wealth Management held its MGE Energy Inc (MGEE) position steady in Q2 2026 at 4 shares worth $327. The position accounts for ﹤0.01% of the portfolio, ranked #1802.

Rialto Wealth Management first reported a position in MGEE in Q2 2025 and has held it in 5 quarters since. The position peaked at $590 in Q3 2025. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Rialto Wealth Management held 4 shares of MGE Energy Inc worth $327 as of Q2 2026.
  • Rialto Wealth Management left its MGE Energy Inc share count unchanged in Q2 2026.
  • MGE Energy Inc made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1802 holding.
  • Rialto Wealth Management first reported a position in MGE Energy Inc in Q2 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's MGE Energy Inc position peaked at $590 in Q3 2025.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.