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Sound Income Strategies’s MGE Energy Inc MGEE Stock Holding History

Sound Income Strategies’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 		– Sell
-73
Closed -$5.84K – 2672
2025
Q4 		$5.84K Buy
+73
New +$6K ﹤0.01% 1736

Other funds holding MGEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

Sound Income Strategies's MGEE Position: Q1 2026 in Review

Sound Income Strategies sold out of MGE Energy Inc (MGEE) in Q1 2026, closing a stake of 73 shares — an estimated $5.84K sold.

Sound Income Strategies first reported a position in MGEE in Q4 2025 and held it in 1 quarter. The position peaked at $5.84K in Q4 2025. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.

  • Sound Income Strategies reported no remaining MGE Energy Inc position as of Q1 2026 after selling out during the quarter.
  • Sound Income Strategies sold 73 MGE Energy Inc shares in Q1 2026, an estimated $5.84K.
  • Sound Income Strategies first reported a position in MGE Energy Inc in Q4 2025 and held it in 1 quarter.
  • Sound Income Strategies's MGE Energy Inc position peaked at $5.84K in Q4 2025.
  • 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.