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Root Financial Partners’s MGE Energy Inc MGEE Stock Holding History

Root Financial Partners’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 		– Sell
-64
Closed -$4.95K – 2059
2026
Q1 		$4.95K Buy
64
+23
+56% +$1.81K ﹤0.01% 1964
2025
Q4 		$3.21K Sell
41
-5
-11% -$411 ﹤0.01% 1889
2025
Q3 		$3.87K Buy
+46
New +$3.93K ﹤0.01% 1808

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

Root Financial Partners's MGEE Position: Q2 2026 in Review

Root Financial Partners sold out of MGE Energy Inc (MGEE) in Q2 2026, closing a stake of 64 shares — an estimated $4.95K sold.

Root Financial Partners first reported a position in MGEE in Q3 2025 and held it in 3 quarters. The position peaked at $4.95K in Q1 2026. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Root Financial Partners reported no remaining MGE Energy Inc position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 64 MGE Energy Inc shares in Q2 2026, an estimated $4.95K.
  • Root Financial Partners first reported a position in MGE Energy Inc in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's MGE Energy Inc position peaked at $4.95K in Q1 2026.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.