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

RMG 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 		$348K Hold
4,285
– – 0.04% 51
2026
Q1 		$316K Hold
4,285
– – 0.04% 50
2025
Q4 		$342K Sell
4,285
-527
-11% -$43.3K 0.04% 41
2025
Q3 		$416K Buy
4,812
+298
+7% +$25.4K 0.06% 31
2025
Q2 		$387K Buy
+4,514
New +$406K 0.06% 28

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

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

RMG Wealth Management held its MGE Energy Inc (MGEE) position steady in Q2 2026 at 4,285 shares worth $348K. The position accounts for 0.04% of the portfolio, ranked #51.

RMG Wealth Management first reported a position in MGEE in Q2 2025 and has held it in 5 quarters since. The position peaked at $416K in Q3 2025. 338 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • RMG Wealth Management held 4,285 shares of MGE Energy Inc worth $348K as of Q2 2026.
  • RMG Wealth Management left its MGE Energy Inc share count unchanged in Q2 2026.
  • MGE Energy Inc made up 0.04% of RMG Wealth Management's portfolio in Q2 2026, its #51 holding.
  • RMG Wealth Management first reported a position in MGE Energy Inc in Q2 2025 and has held it in 5 quarters since.
  • RMG Wealth Management's MGE Energy Inc position peaked at $416K in Q3 2025.
  • 338 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

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