Smith Thornton Advisors’s MGE Energy Inc MGEE Stock Holding History

Smith Thornton 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	$233K	Hold	2,835	–	–	0.1%	124
2026 Q1	$219K	Hold	2,835	–	–	0.11%	122
2025 Q4	$222K	Hold	2,835	–	–	0.11%	123
2025 Q3	$239K	Hold	2,835	–	–	0.13%	121
2025 Q2	$251K	Hold	2,835	–	–	0.14%	119
2025 Q1	$264K	Hold	2,835	–	–	0.16%	119
2024 Q4	$266K	Hold	2,835	–	–	0.17%	120
2024 Q3	$259K	Hold	2,835	–	–	0.17%	116
2024 Q2	$212K	Buy	+2,835	New	+$221K	0.16%	121

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 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

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

Smith Thornton Advisors's MGEE Position: Q2 2026 in Review

Smith Thornton Advisors held its MGE Energy Inc (MGEE) position steady in Q2 2026 at 2,835 shares worth $233K. The position accounts for 0.1% of the portfolio, ranked #124.

Smith Thornton Advisors first reported a position in MGEE in Q2 2024 and has held it in 9 quarters since. The position peaked at $266K in Q4 2024. 68 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

Smith Thornton Advisors held 2,835 shares of MGE Energy Inc worth $233K as of Q2 2026.
Smith Thornton Advisors left its MGE Energy Inc share count unchanged in Q2 2026.
MGE Energy Inc made up 0.1% of Smith Thornton Advisors's portfolio in Q2 2026, its #124 holding.
Smith Thornton Advisors first reported a position in MGE Energy Inc in Q2 2024 and has held it in 9 quarters since.
Smith Thornton Advisors's MGE Energy Inc position peaked at $266K in Q4 2024.
68 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.