RFP
MGEE icon

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
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 $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

Root Financial Partners's MGEE Position: Q1 2026 in Review

Root Financial Partners increased its MGE Energy Inc (MGEE) stake by 56% in Q1 2026, buying an estimated $1.81K and bringing the position to 64 shares worth $4.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1964.

Root Financial Partners first reported a position in MGEE in Q3 2025 and has held it in 3 quarters since. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

  • Root Financial Partners held 64 shares of MGE Energy Inc worth $4.95K as of Q1 2026.
  • Root Financial Partners bought 23 MGE Energy Inc shares in Q1 2026, an estimated $1.81K.
  • MGE Energy Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1964 holding.
  • Root Financial Partners first reported a position in MGE Energy Inc in Q3 2025 and has held it in 3 quarters since.
  • 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.