Root Financial Partners
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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
Q3 		$12.6K Buy
+182
New +$14.3K ﹤0.01% 1796
2026
Q2 		– Sell
-64
Closed -$4.95K – 2059
2026
Q1 		$4.95K Buy
64
+23
+56% +$1.81K ﹤0.01% 1964
2025
Q4 		$3.22K Sell
41
-5
-11% -$411 ﹤0.01% 1889
2025
Q3 		$3.87K Buy
+46
New +$3.93K ﹤0.01% 1808

Other funds holding MGEE

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Gabelli Funds
Gabelli Funds Rye, New York $15.1B AUM 23.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Speece Thorson Capital Group
Speece Thorson Capital Group Minnetonka, Minnesota $450M AUM 11.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Root Financial Partners's MGEE Position: Q3 2026 in Review

Root Financial Partners opened a new position in MGE Energy Inc (MGEE) in Q3 2026: 182 shares worth $12.6K. The stake represents ﹤0.01% of the portfolio and ranks #1796 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MGEE as recently as Q1 2026.

Root Financial Partners first reported a position in MGEE in Q3 2025 and has held it in 4 quarters since. 203 funds tracked by Wall St. Rank hold MGEE as of Q3 2026.

  • Root Financial Partners held 182 shares of MGE Energy Inc worth $12.6K as of Q3 2026.
  • MGE Energy Inc was a new Root Financial Partners position in Q3 2026.
  • MGE Energy Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1796 holding.
  • Root Financial Partners first reported a position in MGE Energy Inc in Q3 2025 and has held it in 4 quarters since.
  • 203 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.