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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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 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.

59 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.
  • 59 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.