Spire Wealth Management’s MGE Energy Inc MGEE Stock Holding History

Spire Wealth Management’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	$1.05K	Hold	13	–	–	﹤0.01%	2133
2026 Q1	$994	Hold	13	–	–	﹤0.01%	2150
2025 Q4	$1.01K	Hold	13	–	–	﹤0.01%	2193
2025 Q3	$1.08K	Hold	13	–	–	﹤0.01%	2261
2025 Q2	$1.14K	Hold	13	–	–	﹤0.01%	2258
2025 Q1	$1.2K	Hold	13	–	–	﹤0.01%	2359
2024 Q4	$1.21K	Hold	13	–	–	﹤0.01%	2339
2024 Q3	$1.18K	Hold	13	–	–	﹤0.01%	2076
2024 Q2	$961	Buy	+13	New	+$1.01K	﹤0.01%	2126
2024 Q1	–	Sell	-13	Closed	-$890	–	2365
2023 Q4	$890	Hold	13	–	–	﹤0.01%	2285
2023 Q3	$881	Hold	13	–	–	﹤0.01%	2276
2023 Q2	$1.02K	Hold	13	–	–	﹤0.01%	2305
2023 Q1	$999	Buy	+13	New	+$941	﹤0.01%	2389
2022 Q4	–	Sell	-13	Closed	-$1K	–	2365
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	2097
2022 Q2	$1K	Buy	+13	New	+$1.04K	﹤0.01%	2541
2022 Q1	–	Sell	-12	Closed	-$1K	–	2734
2021 Q4	$1K	Buy	+12	New	+$921	﹤0.01%	2880
2021 Q2	–	Sell	-163	Closed	-$12K	–	2816
2021 Q1	$12K	Buy	+163	New	+$11K	﹤0.01%	2351

Other funds holding MGEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Spire Wealth Management's MGEE Position: Q2 2026 in Review

Spire Wealth Management held its MGE Energy Inc (MGEE) position steady in Q2 2026 at 13 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #2133.

Spire Wealth Management first reported a position in MGEE in Q1 2021 and has held it in 17 quarters since. The position peaked at $12K in Q1 2021. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

Spire Wealth Management held 13 shares of MGE Energy Inc worth $1.05K as of Q2 2026.
Spire Wealth Management left its MGE Energy Inc share count unchanged in Q2 2026.
MGE Energy Inc made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2133 holding.
Spire Wealth Management first reported a position in MGE Energy Inc in Q1 2021 and has held it in 17 quarters since.
Spire Wealth Management's MGE Energy Inc position peaked at $12K in Q1 2021.
337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.