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SageView Advisory Group’s MGE Energy Inc MGEE Stock Holding History

SageView Advisory Group’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
2025
Q4 		$7.61K Buy
+97
New +$7.97K ﹤0.01% 1819

Other funds holding MGEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SageView Advisory Group's MGEE Position: Q4 2025 in Review

SageView Advisory Group opened a new position in MGE Energy Inc (MGEE) in Q4 2025: 97 shares worth $7.61K. The stake represents ﹤0.01% of the portfolio and ranks #1819 among its holdings.

313 funds tracked by Wall St. Rank hold MGEE as of Q4 2025.

  • SageView Advisory Group held 97 shares of MGE Energy Inc worth $7.61K as of Q4 2025.
  • MGE Energy Inc was a new SageView Advisory Group position in Q4 2025.
  • MGE Energy Inc made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1819 holding.
  • 313 funds tracked by Wall St. Rank held MGE Energy Inc as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.