Steward Partners Investment Advisory’s MGE Energy Inc MGEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.1K | Sell |
234
-251
| -52% | -$19.8K | ﹤0.01% | 3280 |
|
|
2025
Q4 | $38K | Hold |
485
| – | – | ﹤0.01% | 2814 |
|
|
2025
Q3 | $40.8K | Hold |
485
| – | – | ﹤0.01% | 2701 |
|
|
2025
Q2 | $42.9K | Buy |
485
+251
| +107% | +$22.6K | ﹤0.01% | 2550 |
|
|
2025
Q1 | $21.8K | Hold |
234
| – | – | ﹤0.01% | 2772 |
|
|
2024
Q4 | $22K | Sell |
234
-300
| -56% | -$29K | ﹤0.01% | 2748 |
|
|
2024
Q3 | $48.8K | Hold |
534
| – | – | ﹤0.01% | 2248 |
|
|
2024
Q2 | $39.9K | Hold |
534
| – | – | ﹤0.01% | 2210 |
|
|
2024
Q1 | $42K | Sell |
534
-300
| -36% | -$21K | ﹤0.01% | 2198 |
|
|
2023
Q4 | $60.3K | Hold |
834
| – | – | ﹤0.01% | 1903 |
|
|
2023
Q3 | $57.1K | Hold |
834
| – | – | ﹤0.01% | 1849 |
|
|
2023
Q2 | $66K | Hold |
834
| – | – | ﹤0.01% | 1769 |
|
|
2023
Q1 | $64.8K | Buy |
834
+234
| +39% | +$16.9K | ﹤0.01% | 1760 |
|
|
2022
Q4 | $42.2K | Hold |
600
| – | – | ﹤0.01% | 1906 |
|
|
2022
Q3 | $39K | Hold |
600
| – | – | ﹤0.01% | 1909 |
|
|
2022
Q2 | $47K | Hold |
600
| – | – | ﹤0.01% | 1840 |
|
|
2022
Q1 | $48K | Hold |
600
| – | – | ﹤0.01% | 1939 |
|
|
2021
Q4 | $49K | Buy |
600
+300
| +100% | +$23K | ﹤0.01% | 1923 |
|
|
2021
Q3 | $22K | Hold |
300
| – | – | ﹤0.01% | 2283 |
|
|
2021
Q2 | $22K | Hold |
300
| – | – | ﹤0.01% | 4968 |
|
|
2021
Q1 | $21.4K | Sell |
300
-150
| -33% | -$10.1K | ﹤0.01% | 2445 |
|
|
2020
Q4 | $32K | Hold |
450
| – | – | ﹤0.01% | 1875 |
|
|
2020
Q3 | $28K | Hold |
450
| – | – | ﹤0.01% | 1758 |
|
|
2020
Q2 | $29K | Hold |
450
| – | – | ﹤0.01% | 1631 |
|
|
2020
Q1 | $29K | Hold |
450
| – | – | ﹤0.01% | 1469 |
|
|
2019
Q4 | $35K | Sell |
450
-34
| -7% | -$2.62K | ﹤0.01% | 1554 |
|
|
2019
Q3 | $38K | Hold |
484
| – | – | ﹤0.01% | 1475 |
|
|
2019
Q2 | $35K | Buy |
+484
| New | +$33.3K | ﹤0.01% | 1463 |
|
|
2018
Q4 | – | Sell |
-484
| Closed | -$31K | – | 1583 |
|
|
2018
Q3 | $31K | Hold |
484
| – | – | ﹤0.01% | 1380 |
|
|
2018
Q2 | $31K | Buy |
484
+150
| +45% | +$8.74K | ﹤0.01% | 1285 |
|
|
2018
Q1 | $18K | Hold |
334
| – | – | ﹤0.01% | 1374 |
|
|
2017
Q4 | $21K | Hold |
334
| – | – | ﹤0.01% | 1097 |
|
|
2017
Q3 | $21K | Hold |
334
| – | – | ﹤0.01% | 928 |
|
|
2017
Q2 | $21K | Hold |
334
| – | – | ﹤0.01% | 850 |
|
|
2017
Q1 | $21K | Hold |
334
| – | – | ﹤0.01% | 744 |
|
|
2016
Q4 | $21K | Buy |
+334
| New | +$20K | 0.01% | 441 |
|
Other funds holding MGEE
VPM
VCM
Steward Partners Investment Advisory's MGEE Position: Q1 2026 in Review
Steward Partners Investment Advisory reduced its MGE Energy Inc (MGEE) stake by 52% in Q1 2026, selling an estimated $19.8K and leaving 234 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3280.
Steward Partners Investment Advisory first reported a position in MGEE in Q4 2016 and has held it in 36 quarters since. The position peaked at $66K in Q2 2023. 317 funds tracked by Wall St. Rank hold MGEE as of Q1 2026.
- Steward Partners Investment Advisory held 234 shares of MGE Energy Inc worth $18.1K as of Q1 2026.
- Steward Partners Investment Advisory sold 251 MGE Energy Inc shares in Q1 2026, an estimated $19.8K.
- MGE Energy Inc made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3280 holding.
- Steward Partners Investment Advisory first reported a position in MGE Energy Inc in Q4 2016 and has held it in 36 quarters since.
- Steward Partners Investment Advisory's MGE Energy Inc position peaked at $66K in Q2 2023.
- 317 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.