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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

RMG Wealth Management's MGEE Position: Q1 2026 in Review

RMG Wealth Management held its MGE Energy Inc (MGEE) position steady in Q1 2026 at 4,285 shares worth $316K. The position accounts for 0.04% of the portfolio, ranked #50.

RMG Wealth Management first reported a position in MGEE in Q2 2025 and has held it in 4 quarters since. The position peaked at $416K in Q3 2025. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

  • RMG Wealth Management held 4,285 shares of MGE Energy Inc worth $316K as of Q1 2026.
  • RMG Wealth Management left its MGE Energy Inc share count unchanged in Q1 2026.
  • MGE Energy Inc made up 0.04% of RMG Wealth Management's portfolio in Q1 2026, its #50 holding.
  • RMG Wealth Management first reported a position in MGE Energy Inc in Q2 2025 and has held it in 4 quarters since.
  • RMG Wealth Management's MGE Energy Inc position peaked at $416K in Q3 2025.
  • 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.