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Steph & Co’s MGE Energy Inc MGEE Stock Holding History

Steph & Co’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
Q3 		$88.3K Hold
1,272
– – 0.02% 145
2026
Q2 		$104K Hold
1,272
– – 0.03% 142
2026
Q1 		$98.3K Hold
1,272
– – 0.03% 149
2025
Q4 		$99.8K Hold
1,272
– – 0.03% 148
2025
Q3 		$107K Hold
1,272
– – 0.03% 141
2025
Q2 		$112K Hold
1,272
– – 0.04% 131
2025
Q1 		$118K Hold
1,272
– – 0.04% 140
2024
Q4 		$120K Hold
1,272
– – 0.04% 143
2024
Q3 		$116K Hold
1,272
– – 0.04% 149
2024
Q2 		$95K Hold
1,272
– – 0.03% 154
2024
Q1 		$100K Hold
1,272
– – 0.03% 153
2023
Q4 		$92K Hold
1,272
– – 0.05% 145
2023
Q3 		$87.1K Hold
1,272
– – 0.05% 154
2023
Q2 		$101K Hold
1,272
– – 0.06% 142
2023
Q1 		$98.8K Hold
1,272
– – 0.06% 141
2022
Q4 		$90K Hold
1,272
– – 0.06% 147
2022
Q3 		$83K Hold
1,272
– – 0.06% 135
2022
Q2 		$99K Hold
1,272
– – 0.06% 132
2022
Q1 		$101K Hold
1,272
– – 0.06% 146
2021
Q4 		$105K Hold
1,272
– – 0.06% 147
2021
Q3 		$93K Hold
1,272
– – 0.06% 142
2021
Q2 		$95K Hold
1,272
– – 0.06% 140
2021
Q1 		$91K Hold
1,272
– – 0.06% 139
2020
Q4 		$89K Hold
1,272
– – 0.07% 138
2020
Q3 		$80K Hold
1,272
– – 0.07% 134
2020
Q2 		$82K Hold
1,272
– – 0.08% 138
2020
Q1 		$83K Hold
1,272
– – 0.09% 111
2019
Q4 		$100K Buy
+1,272
New +$98K 0.09% 133

Other funds holding MGEE

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Steph & Co's MGEE Position: Q3 2026 in Review

Steph & Co held its MGE Energy Inc (MGEE) position steady in Q3 2026 at 1,272 shares worth $88.3K. The position accounts for 0.02% of the portfolio, ranked #145.

Steph & Co first reported a position in MGEE in Q4 2019 and has held it in 28 quarters since. The position peaked at $120K in Q4 2024. 12 funds tracked by Wall St. Rank hold MGEE as of Q3 2026.

  • Steph & Co held 1,272 shares of MGE Energy Inc worth $88.3K as of Q3 2026.
  • Steph & Co left its MGE Energy Inc share count unchanged in Q3 2026.
  • MGE Energy Inc made up 0.02% of Steph & Co's portfolio in Q3 2026, its #145 holding.
  • Steph & Co first reported a position in MGE Energy Inc in Q4 2019 and has held it in 28 quarters since.
  • Steph & Co's MGE Energy Inc position peaked at $120K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held MGE Energy Inc as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.