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Sequoia Financial Advisors’s MGE Energy Inc MGEE Stock Holding History

Sequoia Financial Advisors’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 		$323K Buy
+3,957
New +$307K ﹤0.01% 1622

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 $3.38T AUM 44.17% 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

Sequoia Financial Advisors's MGEE Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in MGE Energy Inc (MGEE) in Q2 2026: 3,957 shares worth $323K. The stake represents ﹤0.01% of the portfolio and ranks #1622 among its holdings.

337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Sequoia Financial Advisors held 3,957 shares of MGE Energy Inc worth $323K as of Q2 2026.
  • MGE Energy Inc was a new Sequoia Financial Advisors position in Q2 2026.
  • MGE Energy Inc made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1622 holding.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.